+1,376.5%
TRV vs VUG
+1,246.8%
+129.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | +0.5% | +0.9% | -0.4% | -0.1% |
| 30D | -4.9% | -1.4% | -3.4% | -3.9% |
| 3M | +23.7% | +2.3% | +21.4% | +20.8% |
| 6M | +20.3% | +15.7% | +4.6% | +6.9% |
| YTD | +27.1% | +8.6% | +18.4% | +17.7% |
| 1Y | +35.3% | +14.1% | +21.3% | +20.4% |
| 3Y | +139.8% | +87.9% | +51.9% | +40.4% |
| 5Y | +153.9% | +76.3% | +77.5% | +47.6% |
| 10Y | +285.9% | +409.7% | -123.8% | -21.1% |
| All | +1,376.5% | +1,246.8% | +129.8% | +9.7% |
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