-87.3%
TRVG vs VT
+214.2%
-301.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -1.2% |
| 7D | -8.1% | -0.3% | -7.7% | -7.7% |
| 30D | -25.2% | -1.4% | -23.7% | -24.0% |
| 3M | -33.3% | -1.4% | -31.9% | -32.1% |
| 6M | +26.4% | +5.5% | +21.0% | +19.2% |
| YTD | +22.1% | +12.8% | +9.2% | +6.5% |
| 1Y | +16.1% | +15.4% | +0.6% | -1.1% |
| 3Y | +40.2% | +76.9% | -36.7% | -24.6% |
| 5Y | -40.2% | +60.4% | -100.6% | -63.9% |
| All | -87.3% | +214.2% | -301.6% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling