+57.1%
TRLV price history and return analytics
+74.2%
-17.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.8% |
| 7D | -6.6% | -1.1% | -5.5% | -5.7% |
| 30D | +24.1% | -1.0% | +25.1% | +25.2% |
| 3M | -2.1% | +3.2% | -5.2% | -4.7% |
| 6M | +75.6% | +12.5% | +63.1% | +58.9% |
| YTD | +30.1% | +14.1% | +16.1% | +16.7% |
| 1Y | +60.0% | +18.9% | +41.1% | +38.8% |
| 3Y | +57.1% | +74.1% | -17.0% | -17.3% |
| All | +57.1% | +74.2% | -17.1% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling