+812.2%
TRMB vs VO
+833.6%
-21.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +1.7% |
| 7D | +4.1% | +0.2% | +3.9% | +3.7% |
| 30D | -5.1% | +2.0% | -7.1% | -7.5% |
| 3M | -2.6% | -0.3% | -2.3% | -2.6% |
| 6M | -2.7% | +7.3% | -10.0% | -10.6% |
| YTD | -27.9% | +15.0% | -42.9% | -38.9% |
| 1Y | -29.0% | +14.7% | -43.7% | -39.6% |
| 3Y | +35.0% | +67.3% | -32.3% | -24.4% |
| 5Y | -33.9% | +38.8% | -72.7% | -52.8% |
| 10Y | +106.1% | +201.6% | -95.4% | -36.7% |
| All | +812.2% | +833.6% | -21.5% | -29.6% |
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