+128.5%
TRN price history and return analytics
+229.8%
-101.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.5% |
| 7D | +0.6% | -1.1% | +1.7% | +1.9% |
| 30D | -1.3% | -1.0% | -0.3% | -0.2% |
| 3M | -16.0% | +3.2% | -19.2% | -19.3% |
| 6M | -5.8% | +12.5% | -18.3% | -18.3% |
| YTD | +10.9% | +14.1% | -3.1% | -5.5% |
| 1Y | +3.8% | +18.9% | -15.1% | -15.9% |
| 3Y | +35.1% | +74.1% | -39.0% | -29.5% |
| 5Y | +21.6% | +66.9% | -45.2% | -33.3% |
| All | +128.5% | +229.8% | -101.2% | -44.5% |
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