-79.8%
TRVG price history and return analytics
+217.5%
-297.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.1% |
| 7D | -3.2% | -0.1% | -3.1% | -3.0% |
| 30D | +6.4% | -0.7% | +7.1% | +7.2% |
| 3M | +22.0% | +4.0% | +18.0% | +16.7% |
| 6M | +93.8% | +12.3% | +81.5% | +70.2% |
| YTD | +95.2% | +14.0% | +81.1% | +68.1% |
| 1Y | +75.2% | +20.3% | +54.9% | +42.5% |
| 3Y | +112.3% | +75.4% | +36.8% | +15.0% |
| 5Y | -6.7% | +66.0% | -72.6% | -45.7% |
| All | -79.8% | +217.5% | -297.3% | -93.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling