+158.7%
TRIN vs VT
+86.3%
+72.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +0.7% | +2.9% | -2.2% | -1.2% |
| 30D | +6.8% | -2.5% | +9.3% | +8.6% |
| 3M | +0.6% | -3.3% | +3.9% | +2.8% |
| 6M | +12.0% | +1.5% | +10.5% | +10.7% |
| YTD | +35.2% | +11.4% | +23.8% | +25.4% |
| 1Y | +37.4% | +11.9% | +25.5% | +27.0% |
| 3Y | +87.2% | +73.9% | +13.4% | +26.4% |
| 5Y | +111.3% | +57.9% | +53.4% | +45.0% |
| All | +158.7% | +86.3% | +72.4% | +66.6% |
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