+603.5%
TRVI price history and return analytics
+74.2%
+529.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.8% |
| 7D | -7.9% | -1.1% | -6.8% | -7.0% |
| 30D | -10.3% | -1.0% | -9.3% | -9.6% |
| 3M | +18.1% | +3.2% | +15.0% | +15.3% |
| 6M | +33.2% | +12.5% | +20.7% | +21.9% |
| YTD | +27.0% | +14.1% | +12.9% | +14.8% |
| 1Y | +63.1% | +18.9% | +44.2% | +43.3% |
| 3Y | +603.5% | +74.1% | +529.5% | +351.2% |
| All | +603.5% | +74.2% | +529.3% | +351.2% |
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