-99.6%
TVRD price history and return analytics
+270.1%
-369.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.8% |
| 7D | -2.1% | -1.1% | -1.0% | -0.7% |
| 30D | +5.6% | -1.0% | +6.6% | +7.0% |
| 3M | -31.0% | +3.2% | -34.2% | -33.7% |
| 6M | -50.5% | +12.5% | -63.0% | -57.5% |
| YTD | -56.5% | +14.1% | -70.6% | -63.3% |
| 1Y | -94.7% | +18.9% | -113.6% | -96.2% |
| 3Y | -97.2% | +74.1% | -171.2% | -98.8% |
| 5Y | -99.7% | +66.9% | -166.5% | -99.8% |
| 10Y | -99.1% | +228.3% | -327.4% | -99.8% |
| All | -99.6% | +270.1% | -369.7% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling