-85.2%
TRVG price history and return analytics
+209.2%
-294.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.5% |
| 7D | +11.3% | +2.4% | +8.9% | +8.6% |
| 30D | +3.5% | -1.5% | +5.0% | +4.7% |
| 3M | -19.9% | -4.1% | -15.8% | -16.4% |
| 6M | +39.7% | +0.6% | +39.2% | +37.8% |
| YTD | +43.1% | +11.0% | +32.1% | +26.4% |
| 1Y | +35.6% | +13.3% | +22.3% | +17.2% |
| 3Y | +64.4% | +73.4% | -9.0% | -10.1% |
| 5Y | -36.3% | +57.4% | -93.7% | -61.0% |
| All | -85.2% | +209.2% | -294.4% | -95.3% |
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 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