+283.2%
TRMB vs VOO
+806.9%
-523.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +1.6% |
| 7D | +4.1% | -0.9% | +5.0% | +5.1% |
| 30D | -5.1% | -2.3% | -2.7% | -2.9% |
| 3M | -2.6% | -1.2% | -1.4% | -1.9% |
| 6M | -2.7% | +3.3% | -6.0% | -7.6% |
| YTD | -27.9% | +12.3% | -40.2% | -38.5% |
| 1Y | -29.0% | +12.5% | -41.5% | -39.4% |
| 3Y | +35.0% | +79.2% | -44.2% | -35.2% |
| 5Y | -33.9% | +75.7% | -109.6% | -66.7% |
| 10Y | +106.1% | +313.7% | -207.6% | -63.0% |
| All | +283.2% | +806.9% | -523.7% | -76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling