+153.7%
TRV vs VXUS
+55.5%
+98.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +0.5% | +1.6% | -1.1% | -0.1% |
| 30D | -4.9% | +1.0% | -5.9% | -5.2% |
| 3M | +23.7% | +5.7% | +18.1% | +21.0% |
| 6M | +20.3% | +13.6% | +6.7% | +13.7% |
| YTD | +27.1% | +17.4% | +9.6% | +18.0% |
| 1Y | +35.3% | +25.1% | +10.3% | +22.0% |
| 3Y | +139.8% | +75.8% | +64.0% | +83.7% |
| All | +153.7% | +55.5% | +98.2% | +110.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling