+47.7%
TRVG price history and return analytics
+69.7%
-22.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.4% |
| 7D | +3.9% | -2.3% | +6.2% | +5.7% |
| 30D | -14.8% | -5.0% | -9.9% | -11.3% |
| 3M | -32.1% | -4.9% | -27.2% | -29.1% |
| 6M | +16.9% | -1.5% | +18.5% | +17.9% |
| YTD | +28.6% | +8.5% | +20.1% | +17.7% |
| 1Y | +20.7% | +11.4% | +9.3% | +7.5% |
| 3Y | +47.7% | +70.1% | -22.3% | -54.1% |
| All | +47.7% | +69.7% | -22.0% | -54.1% |
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