+1,696.1%
TRNS vs VT
+357.6%
+1,338.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.6% | +5.3% | +6.6% |
| 7D | +24.6% | +0.4% | +24.2% | +24.8% |
| 30D | +27.1% | -2.6% | +29.7% | +29.3% |
| 3M | +17.7% | -3.2% | +20.9% | +20.3% |
| 6M | +43.7% | +0.9% | +42.7% | +44.1% |
| YTD | +93.1% | +11.3% | +81.8% | +84.8% |
| 1Y | +97.9% | +14.0% | +83.9% | +87.3% |
| 3Y | +21.7% | +75.8% | -54.1% | -5.7% |
| 5Y | +17.4% | +57.8% | -40.4% | -4.5% |
| 10Y | +953.5% | +219.8% | +733.7% | +569.9% |
| All | +1,696.1% | +357.6% | +1,338.4% | +1,060.6% |
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