+344.9%
TRV vs WM
+330.8%
+14.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | +2.0% | +3.2% | -1.2% | +0.1% |
| 30D | +6.7% | +13.0% | -6.3% | -1.2% |
| 3M | +9.4% | +9.2% | +0.1% | +3.3% |
| 6M | +37.7% | +13.6% | +24.1% | +26.6% |
| YTD | +40.6% | +12.4% | +28.2% | +29.3% |
| 1Y | +42.4% | +21.2% | +21.2% | +24.6% |
| 3Y | +148.1% | +48.7% | +99.4% | +85.7% |
| 5Y | +181.7% | +61.9% | +119.8% | +94.4% |
| All | +344.9% | +330.8% | +14.2% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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