+379.0%
TRV vs VTEB
+25.1%
+353.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +1.0% |
| 7D | -1.5% | -1.2% | -0.2% | -0.7% |
| 30D | -1.8% | -2.9% | +1.1% | +0.1% |
| 3M | +21.6% | -3.2% | +24.7% | +24.2% |
| 6M | +22.5% | -2.6% | +25.1% | +24.7% |
| YTD | +28.1% | -1.8% | +30.0% | +29.7% |
| 1Y | +37.0% | +0.2% | +36.8% | +36.8% |
| 3Y | +141.9% | +8.2% | +133.7% | +128.7% |
| 5Y | +158.5% | +0.8% | +157.7% | +158.5% |
| 10Y | +297.5% | +17.7% | +279.9% | +334.9% |
| All | +379.0% | +25.1% | +353.9% | +489.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling