+102.0%
TRMB vs VT
+215.5%
-113.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.6% |
| 7D | -16.7% | -2.3% | -14.4% | -14.7% |
| 30D | -9.9% | -5.0% | -5.0% | -4.4% |
| 3M | -7.6% | -4.9% | -2.7% | -2.1% |
| 6M | -14.7% | -1.5% | -13.1% | -14.2% |
| YTD | -30.9% | +8.5% | -39.4% | -39.3% |
| 1Y | -31.3% | +11.4% | -42.7% | -41.7% |
| 3Y | +29.4% | +70.1% | -40.7% | -36.9% |
| 5Y | -37.4% | +53.7% | -91.1% | -64.3% |
| All | +102.0% | +215.5% | -113.5% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling