+116.7%
TRMB vs VEU
+155.0%
-38.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.2% |
| 7D | -3.0% | -1.4% | -1.6% | -1.4% |
| 30D | +2.3% | -0.4% | +2.7% | +2.7% |
| 3M | +15.3% | +2.5% | +12.8% | +11.0% |
| 6M | -14.7% | +11.1% | -25.9% | -26.3% |
| YTD | -26.4% | +16.5% | -42.9% | -40.4% |
| 1Y | -30.4% | +22.9% | -53.3% | -47.1% |
| 3Y | +13.5% | +73.4% | -59.9% | -44.0% |
| 5Y | -38.6% | +56.1% | -94.7% | -65.0% |
| All | +116.7% | +155.0% | -38.3% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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