+783.1%
TRMB vs VO
+822.3%
-39.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.7% | -2.2% |
| 7D | -17.0% | -0.1% | -16.8% | -17.1% |
| 30D | -9.0% | +0.5% | -9.5% | -9.8% |
| 3M | -8.1% | -1.0% | -7.1% | -7.3% |
| 6M | -10.1% | +6.4% | -16.5% | -16.7% |
| YTD | -30.2% | +13.6% | -43.8% | -40.0% |
| 1Y | -30.7% | +14.5% | -45.2% | -40.9% |
| 3Y | +32.6% | +67.2% | -34.6% | -25.7% |
| 5Y | -38.1% | +36.1% | -74.2% | -54.8% |
| 10Y | +98.9% | +199.3% | -100.4% | -38.4% |
| All | +783.1% | +822.3% | -39.2% | -30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling