+6,411.5%
TRV vs WEC
+4,021.5%
+2,389.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.5% |
| 7D | +0.5% | +0.8% | -0.3% | +0.1% |
| 30D | -4.9% | +0.3% | -5.2% | -5.0% |
| 3M | +23.7% | -2.9% | +26.7% | +25.3% |
| 6M | +20.3% | -5.9% | +26.2% | +23.4% |
| YTD | +27.1% | +4.1% | +22.9% | +24.5% |
| 1Y | +35.3% | +3.1% | +32.2% | +33.0% |
| 3Y | +139.8% | +40.8% | +99.0% | +103.9% |
| 5Y | +153.9% | +31.7% | +122.2% | +118.7% |
| 10Y | +285.9% | +141.1% | +144.8% | +140.6% |
| All | +6,411.5% | +4,021.5% | +2,389.9% | +1,157.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WEC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling