+950.8%
VTI vs TRV
+1,250.3%
-299.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | -0.1% |
| 7D | -0.9% | +1.9% | -2.8% | -1.7% |
| 30D | -1.4% | +1.7% | -3.2% | -2.2% |
| 3M | +3.6% | +23.9% | -20.3% | -6.1% |
| 6M | +13.6% | +26.3% | -12.7% | +1.9% |
| YTD | +12.9% | +30.8% | -17.9% | -0.5% |
| 1Y | +17.2% | +36.3% | -19.1% | +1.2% |
| 3Y | +75.7% | +145.0% | -69.3% | +14.5% |
| 5Y | +75.4% | +163.9% | -88.4% | +8.9% |
| 10Y | +303.3% | +305.8% | -2.5% | +97.5% |
| All | +950.8% | +1,250.3% | -299.5% | +153.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling