+1,533.8%
TRV vs VUG
+1,188.6%
+345.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.6% |
| 7D | +2.0% | +2.5% | -0.5% | +0.2% |
| 30D | +6.7% | -6.3% | +13.0% | +11.2% |
| 3M | +9.4% | -6.0% | +15.4% | +13.4% |
| 6M | +37.7% | -3.5% | +41.3% | +38.9% |
| YTD | +40.6% | +3.9% | +36.7% | +33.5% |
| 1Y | +42.4% | +5.1% | +37.3% | +33.9% |
| 3Y | +148.1% | +77.9% | +70.3% | +50.6% |
| 5Y | +181.7% | +62.4% | +119.3% | +74.0% |
| 10Y | +352.6% | +399.4% | -46.8% | -7.3% |
| All | +1,533.8% | +1,188.6% | +345.2% | +24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling