+860.5%
TRMB vs VO
+827.2%
+33.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.8% |
| 7D | -2.5% | -0.3% | -2.3% | -2.2% |
| 30D | +1.5% | -0.3% | +1.9% | +1.9% |
| 3M | +6.8% | +2.9% | +3.8% | +3.2% |
| 6M | -14.9% | +9.3% | -24.3% | -23.4% |
| YTD | -24.1% | +14.2% | -38.3% | -35.0% |
| 1Y | -25.4% | +15.3% | -40.6% | -36.5% |
| 3Y | +8.0% | +56.2% | -48.2% | -34.3% |
| 5Y | -37.3% | +42.4% | -79.7% | -56.4% |
| 10Y | +116.8% | +194.7% | -77.9% | -31.3% |
| All | +860.5% | +827.2% | +33.3% | -25.1% |
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