+1,934.0%
VRT vs TRV
+274.5%
+1,659.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | +2.0% | +8.5% | +9.8% |
| 30D | -9.3% | +6.7% | -16.0% | -11.6% |
| 3M | -29.6% | +9.4% | -38.9% | -32.1% |
| 6M | -45.4% | +37.7% | -83.1% | -52.0% |
| YTD | +24.8% | +40.6% | -15.8% | +8.1% |
| 1Y | +23.6% | +42.4% | -18.8% | +6.4% |
| 3Y | +379.7% | +148.1% | +231.6% | +209.8% |
| 5Y | +660.3% | +181.7% | +478.7% | +353.6% |
| All | +1,934.0% | +274.5% | +1,659.4% | +864.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 10y: compounded portfolio wealth divided by compounded TRV 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…
10y analysis · Full analysis span regression · 6 months rolling