+447.2%
TRNO vs VT
+434.9%
+12.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | +1.3% | -2.3% | +3.6% | +3.0% |
| 30D | +4.8% | -5.0% | +9.8% | +8.8% |
| 3M | -1.7% | -4.9% | +3.2% | +1.9% |
| 6M | +2.2% | -1.5% | +3.7% | +2.8% |
| YTD | +16.0% | +8.5% | +7.5% | +8.1% |
| 1Y | +16.4% | +11.4% | +5.1% | +6.2% |
| 3Y | +34.2% | +70.1% | -35.8% | -11.3% |
| 5Y | +3.2% | +53.7% | -50.5% | -26.6% |
| 10Y | +243.9% | +220.0% | +24.0% | +45.0% |
| All | +447.2% | +434.9% | +12.3% | +67.9% |
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 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