-38.7%
TRMB vs VOO
+81.6%
-120.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.7% |
| 7D | -2.9% | -0.4% | -2.5% | -2.4% |
| 30D | -1.8% | -1.4% | -0.4% | +0.1% |
| 3M | +8.4% | +3.7% | +4.7% | +2.8% |
| 6M | -18.5% | +13.0% | -31.6% | -31.7% |
| YTD | -26.7% | +12.4% | -39.2% | -38.0% |
| 1Y | -28.3% | +18.6% | -46.9% | -43.6% |
| 3Y | +12.6% | +78.1% | -65.5% | -49.7% |
| 5Y | -38.7% | +82.3% | -121.0% | -73.0% |
| All | -38.7% | +81.6% | -120.3% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling