+1,647.7%
TRNS vs VT
+355.4%
+1,292.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | +19.1% | -0.1% | +19.2% | +19.6% |
| 30D | +23.6% | -3.1% | +26.7% | +26.2% |
| 3M | +17.3% | -3.5% | +20.8% | +20.1% |
| 6M | +39.8% | +0.5% | +39.4% | +40.6% |
| YTD | +87.9% | +10.8% | +77.1% | +80.3% |
| 1Y | +81.4% | +11.9% | +69.5% | +73.2% |
| 3Y | +20.2% | +73.0% | -52.8% | -6.1% |
| 5Y | +15.2% | +58.6% | -43.5% | -6.5% |
| 10Y | +920.2% | +219.2% | +701.0% | +549.9% |
| All | +1,647.7% | +355.4% | +1,292.3% | +1,032.2% |
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