+1,475.3%
TRV vs VWO
+317.6%
+1,157.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.1% | +1.4% |
| 7D | -1.5% | -1.7% | +0.2% | -0.6% |
| 30D | -1.8% | -0.3% | -1.5% | -1.7% |
| 3M | +21.6% | +4.0% | +17.6% | +18.4% |
| 6M | +22.5% | +8.1% | +14.3% | +16.1% |
| YTD | +28.1% | +11.6% | +16.5% | +19.1% |
| 1Y | +37.0% | +16.2% | +20.8% | +24.3% |
| 3Y | +141.9% | +63.3% | +78.6% | +78.8% |
| 5Y | +158.5% | +33.4% | +125.2% | +110.5% |
| 10Y | +297.5% | +113.3% | +184.2% | +143.1% |
| All | +1,475.3% | +317.6% | +1,157.7% | +521.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling