+158.7%
TRIN vs VT
+93.0%
+65.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.8% | +0.4% | -2.3% | -2.1% |
| 30D | +6.7% | +1.0% | +5.7% | +5.9% |
| 3M | +9.1% | +2.4% | +6.7% | +7.3% |
| 6M | +28.3% | +12.0% | +16.2% | +18.6% |
| YTD | +35.1% | +15.3% | +19.8% | +22.5% |
| 1Y | +30.8% | +22.6% | +8.2% | +13.6% |
| 3Y | +93.2% | +74.7% | +18.5% | +30.2% |
| 5Y | +130.2% | +66.1% | +64.1% | +53.3% |
| All | +158.7% | +93.0% | +65.7% | +62.8% |
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