+87.2%
TRIN vs VT
+69.7%
+17.4%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +4.8% | -2.3% | +7.1% | +6.3% |
| 30D | +5.3% | -5.0% | +10.2% | +8.7% |
| 3M | +4.1% | -4.9% | +9.0% | +7.4% |
| 6M | +9.2% | -1.5% | +10.8% | +10.2% |
| YTD | +34.7% | +8.5% | +26.2% | +28.0% |
| 1Y | +41.7% | +11.4% | +30.3% | +32.5% |
| 3Y | +87.2% | +70.1% | +17.1% | +36.7% |
| All | +87.2% | +69.7% | +17.4% | +36.7% |
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