-45.2%
TRVG price history and return analytics
+57.4%
-102.6%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -4.5% |
| 7D | +0.5% | +0.4% | +0.2% | -0.2% |
| 30D | -12.6% | -2.6% | -10.1% | -10.5% |
| 3M | -34.9% | -3.2% | -31.6% | -32.7% |
| 6M | +5.5% | +0.9% | +4.5% | +3.7% |
| YTD | +26.2% | +11.3% | +14.9% | +10.8% |
| 1Y | +16.6% | +14.0% | +2.6% | -0.3% |
| 3Y | +52.1% | +75.8% | -23.8% | -22.6% |
| 5Y | -45.2% | +57.8% | -103.0% | -65.1% |
| All | -45.2% | +57.4% | -102.6% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling