+1,300.2%
TRV price history and return analytics
+356.5%
+943.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +2.0% | +2.4% | -0.3% | 0.0% |
| 30D | +6.7% | -1.5% | +8.2% | +7.9% |
| 3M | +9.4% | -4.1% | +13.5% | +12.8% |
| 6M | +37.7% | +0.6% | +37.2% | +35.6% |
| YTD | +40.6% | +11.0% | +29.5% | +26.6% |
| 1Y | +42.4% | +13.3% | +29.1% | +25.9% |
| 3Y | +148.1% | +73.4% | +74.7% | +50.0% |
| 5Y | +181.7% | +57.4% | +124.2% | +81.3% |
| 10Y | +352.6% | +221.7% | +130.9% | +54.7% |
| All | +1,300.2% | +356.5% | +943.7% | +278.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling