+302.0%
TRV vs WEC
+146.6%
+155.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +1.9% | -0.6% | +2.5% | +2.1% |
| 30D | +1.7% | -2.6% | +4.3% | +2.7% |
| 3M | +23.9% | -6.0% | +29.9% | +26.8% |
| 6M | +26.3% | -5.4% | +31.7% | +28.8% |
| YTD | +30.8% | +2.5% | +28.3% | +29.4% |
| 1Y | +36.3% | -0.7% | +37.0% | +36.4% |
| 3Y | +145.0% | +38.7% | +106.3% | +115.9% |
| 5Y | +163.9% | +31.7% | +132.2% | +134.1% |
| All | +302.0% | +146.6% | +155.5% | +197.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling