+159.7%
TRV vs VTV
+80.6%
+79.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.5% |
| 7D | +1.9% | -1.1% | +3.0% | +2.9% |
| 30D | +1.7% | -1.0% | +2.7% | +2.6% |
| 3M | +23.9% | +4.6% | +19.2% | +19.2% |
| 6M | +26.3% | +13.5% | +12.8% | +13.3% |
| YTD | +30.8% | +18.5% | +12.3% | +12.9% |
| 1Y | +36.3% | +22.9% | +13.4% | +13.9% |
| 3Y | +145.0% | +67.8% | +77.2% | +56.8% |
| All | +159.7% | +80.6% | +79.0% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling