+139.2%
TRV vs VUG
+84.5%
+54.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -1.8% | -1.9% | +0.1% | -1.6% |
| 30D | -2.1% | -1.6% | -0.6% | -2.0% |
| 3M | +21.2% | +4.4% | +16.8% | +20.3% |
| 6M | +22.0% | +13.2% | +8.8% | +19.1% |
| YTD | +27.7% | +7.5% | +20.2% | +25.8% |
| 1Y | +36.6% | +12.5% | +24.1% | +33.0% |
| All | +139.2% | +84.5% | +54.7% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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