+297.8%
VTI vs TRV
+306.9%
-9.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | 0.0% |
| 7D | -0.9% | +1.9% | -2.8% | -1.6% |
| 30D | -1.4% | +1.7% | -3.2% | -2.1% |
| 3M | +3.6% | +23.9% | -20.3% | -5.3% |
| 6M | +13.6% | +26.3% | -12.7% | +2.8% |
| YTD | +12.9% | +30.8% | -17.9% | +0.5% |
| 1Y | +17.2% | +36.3% | -19.1% | +2.4% |
| 3Y | +75.7% | +145.0% | -69.3% | +16.3% |
| 5Y | +75.4% | +163.9% | -88.4% | +10.2% |
| All | +297.8% | +306.9% | -9.2% | +104.1% |
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