+344.9%
TRV vs WEC
+197.9%
+147.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +2.0% | +2.3% | -0.3% | +1.1% |
| 30D | +6.7% | +11.1% | -4.3% | +2.5% |
| 3M | +9.4% | +8.4% | +0.9% | +5.9% |
| 6M | +37.7% | +7.5% | +30.2% | +33.8% |
| YTD | +40.6% | +15.3% | +25.2% | +32.8% |
| 1Y | +42.4% | +9.7% | +32.7% | +37.1% |
| 3Y | +148.1% | +64.7% | +83.4% | +104.8% |
| 5Y | +181.7% | +57.3% | +124.4% | +133.2% |
| All | +344.9% | +197.9% | +147.0% | +211.7% |
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