-31.0%
TRMB vs VO
+16.3%
-47.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.9% | -18.2% | -18.4% |
| 7D | -15.7% | +1.0% | -16.7% | -16.9% |
| 30D | -7.8% | +2.6% | -10.4% | -10.9% |
| 3M | -9.3% | -0.3% | -9.0% | -9.2% |
| 6M | -20.8% | +7.6% | -28.4% | -28.5% |
| YTD | -30.8% | +14.7% | -45.5% | -43.6% |
| 1Y | -31.0% | +16.4% | -47.4% | -44.9% |
| All | -31.0% | +16.3% | -47.3% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling