+2,397.0%
VRT vs TRV
+241.4%
+2,155.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.2% | -5.8% |
| 7D | -7.7% | -1.5% | -6.2% | -7.3% |
| 30D | -12.0% | -1.8% | -10.1% | -11.5% |
| 3M | -11.7% | +21.6% | -33.3% | -18.4% |
| 6M | -8.1% | +22.5% | -30.5% | -15.7% |
| YTD | +53.2% | +28.1% | +25.1% | +37.6% |
| 1Y | +81.7% | +37.0% | +44.6% | +57.8% |
| 3Y | +535.3% | +141.9% | +393.4% | +310.5% |
| 5Y | +916.4% | +158.5% | +757.9% | +525.6% |
| All | +2,397.0% | +241.4% | +2,155.6% | +1,127.8% |
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