+159.7%
TRV vs VWO
+34.0%
+125.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | +1.9% | -1.8% | +3.7% | +2.2% |
| 30D | +1.7% | -0.1% | +1.8% | +1.7% |
| 3M | +23.9% | +2.2% | +21.6% | +23.2% |
| 6M | +26.3% | +8.8% | +17.5% | +23.6% |
| YTD | +30.8% | +12.4% | +18.4% | +26.9% |
| 1Y | +36.3% | +15.6% | +20.7% | +31.2% |
| 3Y | +145.0% | +62.5% | +82.5% | +114.2% |
| All | +159.7% | +34.0% | +125.6% | +146.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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