+157.0%
TRIN price history and return analytics
+90.8%
+66.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | 0.0% |
| 7D | -0.7% | -1.1% | +0.5% | +0.1% |
| 30D | -0.1% | -1.0% | +0.9% | +0.5% |
| 3M | +9.2% | +3.2% | +6.0% | +6.8% |
| 6M | +30.1% | +12.5% | +17.6% | +19.9% |
| YTD | +34.3% | +14.1% | +20.2% | +22.6% |
| 1Y | +30.5% | +18.9% | +11.6% | +15.7% |
| 3Y | +94.8% | +74.1% | +20.7% | +31.6% |
| 5Y | +132.7% | +66.9% | +65.9% | +55.1% |
| All | +157.0% | +90.8% | +66.1% | +62.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling