-25.4%
TRNS vs VT
+76.6%
-102.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.5% |
| 7D | -1.3% | +1.0% | -2.4% | -2.4% |
| 30D | -10.1% | -0.2% | -9.8% | -9.8% |
| 3M | -6.7% | +4.5% | -11.3% | -10.9% |
| 6M | +18.5% | +14.1% | +4.4% | +3.8% |
| YTD | +47.6% | +14.8% | +32.9% | +28.6% |
| 1Y | +5.1% | +21.2% | -16.1% | -12.9% |
| 3Y | -25.4% | +76.6% | -101.9% | -55.9% |
| All | -25.4% | +76.6% | -102.0% | -55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling