+344.9%
TRV vs VXUS
+146.4%
+198.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.0% | +2.1% | -0.1% | +0.5% |
| 30D | +6.7% | -1.1% | +7.9% | +7.4% |
| 3M | +9.4% | -5.6% | +15.0% | +13.3% |
| 6M | +37.7% | -2.3% | +40.0% | +38.2% |
| YTD | +40.6% | +10.4% | +30.2% | +27.9% |
| 1Y | +42.4% | +13.1% | +29.4% | +27.1% |
| 3Y | +148.1% | +68.0% | +80.1% | +59.9% |
| 5Y | +181.7% | +45.8% | +135.9% | +103.3% |
| All | +344.9% | +146.4% | +198.5% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling