+38.8%
TRN vs VT
+69.7%
-31.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.7% |
| 7D | -0.1% | -2.3% | +2.2% | +2.3% |
| 30D | +17.4% | -5.0% | +22.4% | +23.3% |
| 3M | -3.8% | -4.9% | +1.0% | +0.8% |
| 6M | -17.1% | -1.5% | -15.6% | -16.6% |
| YTD | +15.9% | +8.5% | +7.5% | +4.7% |
| 1Y | +18.4% | +11.4% | +7.0% | +3.6% |
| 3Y | +38.8% | +70.1% | -31.3% | -31.4% |
| All | +38.8% | +69.7% | -31.0% | -31.4% |
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 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