+140.0%
TRV vs VTR
+134.0%
+6.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | +0.2% |
| 7D | -1.5% | -1.8% | +0.3% | -1.0% |
| 30D | -1.8% | +4.0% | -5.8% | -2.8% |
| 3M | +21.6% | +7.8% | +13.7% | +19.5% |
| 6M | +22.5% | +6.4% | +16.1% | +20.5% |
| YTD | +28.1% | +18.3% | +9.8% | +23.3% |
| 1Y | +37.0% | +33.9% | +3.1% | +28.1% |
| All | +140.0% | +134.0% | +6.0% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling