+278.8%
TRN vs VT
+355.4%
-76.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.8% |
| 7D | +1.0% | -0.1% | +1.2% | +1.2% |
| 30D | +19.7% | -3.1% | +22.7% | +24.5% |
| 3M | +5.9% | -3.5% | +9.4% | +10.8% |
| 6M | -15.9% | +0.5% | -16.4% | -17.5% |
| YTD | +18.9% | +10.8% | +8.1% | +1.5% |
| 1Y | +21.7% | +11.9% | +9.8% | +2.2% |
| 3Y | +45.8% | +73.0% | -27.2% | -33.6% |
| 5Y | +29.9% | +58.6% | -28.7% | -33.4% |
| 10Y | +119.8% | +219.2% | -99.4% | -59.9% |
| All | +278.8% | +355.4% | -76.7% | -52.0% |
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