+842.3%
TRV vs VXUS
+179.6%
+662.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.7% |
| 7D | -0.1% | +1.0% | -1.2% | -0.8% |
| 30D | -3.4% | +2.2% | -5.6% | -4.9% |
| 3M | +26.4% | +3.0% | +23.4% | +23.0% |
| 6M | +19.3% | +10.7% | +8.6% | +9.9% |
| YTD | +28.3% | +17.8% | +10.5% | +12.8% |
| 1Y | +34.3% | +27.6% | +6.7% | +11.3% |
| 3Y | +140.1% | +73.3% | +66.8% | +58.0% |
| 5Y | +155.7% | +54.3% | +101.4% | +81.2% |
| 10Y | +285.5% | +149.8% | +135.7% | +90.9% |
| All | +842.3% | +179.6% | +662.7% | +313.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling