+118.8%
TRVI vs VT
+151.4%
-32.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +2.8% | +0.4% | +2.4% | +2.6% |
| 30D | -7.5% | +1.0% | -8.4% | -7.9% |
| 3M | +23.9% | +2.4% | +21.5% | +22.7% |
| 6M | +33.6% | +12.0% | +21.6% | +27.3% |
| YTD | +37.9% | +15.3% | +22.5% | +29.7% |
| 1Y | +138.7% | +22.6% | +116.1% | +119.4% |
| 3Y | +650.4% | +74.7% | +575.8% | +503.5% |
| 5Y | +978.8% | +66.1% | +912.6% | +752.3% |
| All | +118.8% | +151.4% | -32.7% | +88.0% |
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