+75.4%
IVV vs TRMB
+27.3%
+48.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | +0.1% |
| 7D | -2.7% | -16.7% | +14.0% | +1.4% |
| 30D | -5.4% | -9.9% | +4.5% | -3.7% |
| 3M | -4.1% | -7.6% | +3.5% | -3.4% |
| 6M | +0.7% | -14.7% | +15.4% | +3.9% |
| YTD | +8.7% | -30.9% | +39.7% | +20.0% |
| 1Y | +11.0% | -31.3% | +42.3% | +22.5% |
| 3Y | +75.4% | +29.4% | +46.0% | +58.6% |
| All | +75.4% | +27.3% | +48.1% | +58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling