+31.7%
TRIN vs VT
+23.4%
+8.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -1.1% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | +2.0% | +0.8% | +1.2% | +1.5% |
| 3M | +11.8% | +2.8% | +9.1% | +10.0% |
| 6M | +31.0% | +13.0% | +18.0% | +21.4% |
| YTD | +36.1% | +15.4% | +20.8% | +24.9% |
| All | +31.7% | +23.4% | +8.4% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling