+196.7%
TRMB vs VT
+363.9%
-167.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +1.7% | -19.0% | -19.3% |
| 7D | -15.7% | -0.3% | -15.4% | -15.8% |
| 30D | -7.8% | -1.4% | -6.3% | -6.6% |
| 3M | -9.3% | -1.4% | -7.9% | -8.3% |
| 6M | -20.8% | +5.5% | -26.3% | -26.5% |
| YTD | -30.8% | +12.8% | -43.6% | -40.6% |
| 1Y | -31.0% | +15.4% | -46.4% | -42.2% |
| 3Y | +27.9% | +76.9% | -49.0% | -33.4% |
| 5Y | -37.4% | +60.4% | -97.8% | -62.5% |
| 10Y | +109.7% | +232.8% | -123.1% | -40.3% |
| All | +196.7% | +363.9% | -167.2% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling