+83.1%
IVV vs TRMB
-37.2%
+120.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | +0.1% | -2.5% | +2.6% | +1.0% |
| 30D | +0.1% | +1.5% | -1.4% | -0.6% |
| 3M | +2.0% | +6.8% | -4.8% | -0.9% |
| 6M | +13.0% | -14.9% | +28.0% | +18.9% |
| YTD | +13.6% | -24.1% | +37.7% | +24.3% |
| 1Y | +20.1% | -25.4% | +45.5% | +31.8% |
| 3Y | +77.6% | +8.0% | +69.6% | +65.0% |
| All | +83.1% | -37.2% | +120.3% | +107.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling