+159.7%
TRV vs VUG
+77.1%
+82.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.1% | +1.9% |
| 7D | +1.9% | -0.5% | +2.4% | +2.0% |
| 30D | +1.7% | -1.0% | +2.7% | +1.9% |
| 3M | +23.9% | +3.5% | +20.4% | +22.9% |
| 6M | +26.3% | +14.2% | +12.1% | +22.4% |
| YTD | +30.8% | +8.5% | +22.3% | +28.1% |
| 1Y | +36.3% | +12.9% | +23.4% | +32.1% |
| 3Y | +145.0% | +85.6% | +59.4% | +109.3% |
| All | +159.7% | +77.1% | +82.5% | +114.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling