+81.6%
TRVI vs VT
+136.5%
-54.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.6% | +11.8% |
| 7D | +5.7% | -2.3% | +8.0% | +7.0% |
| 30D | +9.1% | -5.0% | +14.0% | +11.9% |
| 3M | -22.5% | -4.9% | -17.7% | -20.5% |
| 6M | +0.5% | -1.5% | +2.0% | +1.7% |
| YTD | +14.5% | +8.5% | +6.0% | +11.1% |
| 1Y | +30.2% | +11.4% | +18.8% | +25.1% |
| 3Y | +895.1% | +70.1% | +825.1% | +716.2% |
| 5Y | +1,124.8% | +53.7% | +1,071.1% | +898.5% |
| All | +81.6% | +136.5% | -54.9% | +61.0% |
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