+293.8%
TRV vs WPM
+545.0%
-251.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +0.7% |
| 7D | -1.5% | -3.6% | +2.1% | -1.3% |
| 30D | -1.8% | +12.5% | -14.3% | -2.3% |
| 3M | +21.6% | +40.6% | -19.0% | +19.7% |
| 6M | +22.5% | +0.5% | +21.9% | +22.2% |
| YTD | +28.1% | +29.0% | -0.9% | +26.0% |
| 1Y | +37.0% | +43.8% | -6.8% | +33.8% |
| 3Y | +141.9% | +266.3% | -124.4% | +124.4% |
| 5Y | +158.5% | +255.1% | -96.6% | +138.5% |
| All | +293.8% | +545.0% | -251.2% | +255.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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