+17.4%
TRNS vs VT
+57.4%
-40.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.6% | +5.3% | +5.2% |
| 7D | +24.6% | +0.4% | +24.2% | +24.8% |
| 30D | +27.1% | -2.6% | +29.7% | +31.5% |
| 3M | +17.7% | -3.2% | +20.9% | +22.8% |
| 6M | +43.7% | +0.9% | +42.7% | +44.2% |
| YTD | +93.1% | +11.3% | +81.8% | +76.3% |
| 1Y | +97.9% | +14.0% | +83.9% | +76.7% |
| 3Y | +21.7% | +75.8% | -54.1% | -27.7% |
| 5Y | +17.4% | +57.8% | -40.4% | -20.7% |
| All | +17.4% | +57.4% | -40.0% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling