+28.2%
TRNS vs VT
+65.7%
-37.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -2.5% | -0.1% | -2.4% | -2.4% |
| 30D | -8.2% | -0.7% | -7.5% | -7.5% |
| 3M | -7.3% | +4.0% | -11.3% | -10.8% |
| 6M | +16.0% | +12.3% | +3.7% | +3.7% |
| YTD | +47.0% | +14.0% | +33.0% | +29.6% |
| 1Y | +5.6% | +20.3% | -14.7% | -11.3% |
| 3Y | -25.7% | +75.4% | -101.1% | -56.5% |
| 5Y | +28.2% | +66.0% | -37.8% | -17.1% |
| All | +28.2% | +65.7% | -37.5% | -17.1% |
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