-18.9%
VST vs TRV
+34.9%
-53.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.2% |
| 7D | +9.9% | +0.5% | +9.4% | +10.1% |
| 30D | +7.9% | -4.9% | +12.8% | +5.9% |
| 3M | +3.4% | +23.7% | -20.3% | +13.1% |
| 6M | -4.1% | +20.3% | -24.4% | +4.0% |
| YTD | -5.7% | +27.1% | -32.7% | +4.8% |
| 1Y | -18.9% | +35.3% | -54.2% | -6.4% |
| All | -18.9% | +34.9% | -53.7% | -6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling