+32.6%
TRMB vs VO
+65.0%
-32.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.7% | -2.7% |
| 7D | -17.0% | -0.1% | -16.8% | -17.2% |
| 30D | -9.0% | +0.5% | -9.5% | -10.1% |
| 3M | -8.1% | -1.0% | -7.1% | -7.2% |
| 6M | -10.1% | +6.4% | -16.5% | -18.3% |
| YTD | -30.2% | +13.6% | -43.8% | -42.4% |
| 1Y | -30.7% | +14.5% | -45.2% | -43.3% |
| 3Y | +32.6% | +67.2% | -34.6% | -36.5% |
| All | +32.6% | +65.0% | -32.4% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling