+269.4%
TRN vs VT
+346.0%
-76.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.8% |
| 7D | -0.1% | -2.3% | +2.2% | +3.2% |
| 30D | +17.4% | -5.0% | +22.4% | +25.6% |
| 3M | -3.8% | -4.9% | +1.0% | +2.6% |
| 6M | -17.1% | -1.5% | -15.6% | -16.4% |
| YTD | +15.9% | +8.5% | +7.5% | +2.0% |
| 1Y | +18.4% | +11.4% | +7.0% | +0.1% |
| 3Y | +38.8% | +70.1% | -31.3% | -35.3% |
| 5Y | +19.6% | +53.7% | -34.1% | -35.9% |
| 10Y | +164.2% | +220.0% | -55.7% | -52.1% |
| All | +269.4% | +346.0% | -76.6% | -51.8% |
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