+214.3%
TRNO vs VT
+221.4%
-7.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.0% |
| 7D | -0.6% | +1.0% | -1.6% | -1.4% |
| 30D | -3.9% | -0.2% | -3.7% | -3.8% |
| 3M | +4.3% | +4.5% | -0.2% | +0.2% |
| 6M | +7.3% | +14.1% | -6.7% | -4.5% |
| YTD | +14.4% | +14.8% | -0.4% | +1.1% |
| 1Y | +16.3% | +21.2% | -4.9% | -2.0% |
| 3Y | +19.5% | +76.6% | -57.1% | -26.7% |
| 5Y | +10.8% | +66.6% | -55.8% | -29.1% |
| 10Y | +214.3% | +222.3% | -8.0% | +17.9% |
| All | +214.3% | +221.4% | -7.2% | +17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling