+604.0%
TRVI vs SPY
+75.5%
+528.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.0% |
| 7D | -6.7% | -2.0% | -4.8% | -5.5% |
| 30D | -10.6% | -1.7% | -9.0% | -9.6% |
| 3M | +18.7% | +4.7% | +14.0% | +15.3% |
| 6M | +35.3% | +12.5% | +22.8% | +26.2% |
| YTD | +27.1% | +11.7% | +15.4% | +18.8% |
| 1Y | +65.4% | +17.5% | +47.9% | +50.6% |
| All | +604.0% | +75.5% | +528.5% | +416.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling