+8.9%
TRNS vs VT
+18.7%
-9.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.1% |
| 7D | -3.9% | -2.0% | -1.9% | -1.3% |
| 30D | -13.7% | -1.4% | -12.2% | -11.9% |
| 3M | -6.5% | +4.7% | -11.2% | -12.1% |
| 6M | +14.3% | +11.4% | +2.9% | -0.4% |
| YTD | +45.2% | +13.1% | +32.1% | +22.4% |
| 1Y | +8.9% | +19.0% | -10.1% | -12.5% |
| All | +8.9% | +18.7% | -9.8% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling