+386.4%
TVTX vs SPY
+75.5%
+310.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.8% |
| 7D | +1.5% | -2.0% | +3.4% | +4.2% |
| 30D | +12.1% | -1.7% | +13.8% | +14.6% |
| 3M | +44.4% | +4.7% | +39.7% | +34.8% |
| 6M | +135.8% | +12.5% | +123.3% | +99.6% |
| YTD | +76.7% | +11.7% | +65.0% | +50.7% |
| 1Y | +147.2% | +17.5% | +129.7% | +97.9% |
| All | +386.4% | +75.5% | +310.9% | +95.3% |
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