+101.5%
TRVI price history and return analytics
+148.6%
-47.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | -7.9% | -1.1% | -6.8% | -7.4% |
| 30D | -10.3% | -1.0% | -9.3% | -9.9% |
| 3M | +18.1% | +3.2% | +15.0% | +16.6% |
| 6M | +33.2% | +12.5% | +20.7% | +26.8% |
| YTD | +27.0% | +14.1% | +12.9% | +20.1% |
| 1Y | +63.1% | +18.9% | +44.2% | +51.8% |
| 3Y | +603.5% | +74.1% | +529.5% | +467.2% |
| 5Y | +946.1% | +66.9% | +879.2% | +730.1% |
| All | +101.5% | +148.6% | -47.1% | +74.1% |
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 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