+309.6%
IVV vs TRMB
+105.8%
+203.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.0% |
| 7D | +0.1% | -17.0% | +17.0% | +5.9% |
| 30D | -3.3% | -9.0% | +5.7% | -1.1% |
| 3M | -2.4% | -8.1% | +5.7% | -0.8% |
| 6M | +2.6% | -10.1% | +12.7% | +4.5% |
| YTD | +11.3% | -30.2% | +41.5% | +23.6% |
| 1Y | +13.4% | -30.7% | +44.1% | +26.1% |
| 3Y | +80.3% | +32.6% | +47.7% | +53.9% |
| 5Y | +72.7% | -38.1% | +110.9% | +90.6% |
| 10Y | +309.6% | +98.9% | +210.7% | +203.6% |
| All | +309.6% | +105.8% | +203.9% | +203.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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