+1,389.3%
TRV vs VTV
+706.8%
+682.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.2% |
| 7D | -1.5% | -2.1% | +0.6% | +0.6% |
| 30D | -1.8% | -1.3% | -0.5% | -0.5% |
| 3M | +21.6% | +5.6% | +15.9% | +15.0% |
| 6M | +22.5% | +12.4% | +10.1% | +8.7% |
| YTD | +28.1% | +17.6% | +10.5% | +8.5% |
| 1Y | +37.0% | +23.5% | +13.5% | +10.4% |
| 3Y | +141.9% | +67.0% | +74.9% | +43.5% |
| 5Y | +158.5% | +80.5% | +78.0% | +40.8% |
| 10Y | +297.5% | +230.6% | +66.9% | +19.2% |
| All | +1,389.3% | +706.8% | +682.5% | +79.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling