+37.0%
TRV vs VXUS
+22.1%
+15.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.4% |
| 7D | -1.5% | -1.9% | +0.4% | -1.7% |
| 30D | -1.8% | -0.7% | -1.1% | -1.9% |
| 3M | +21.6% | +4.9% | +16.6% | +21.9% |
| 6M | +22.5% | +9.7% | +12.8% | +21.9% |
| YTD | +28.1% | +15.0% | +13.1% | +26.9% |
| 1Y | +37.0% | +22.4% | +14.6% | +33.8% |
| All | +37.0% | +22.1% | +15.0% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling