+225.2%
TRMB vs VT
+374.2%
-149.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.5% | +0.4% | -3.0% | -3.0% |
| 30D | +1.5% | +1.0% | +0.5% | +0.4% |
| 3M | +6.8% | +2.4% | +4.4% | +3.4% |
| 6M | -14.9% | +12.0% | -26.9% | -26.0% |
| YTD | -24.1% | +15.3% | -39.4% | -36.2% |
| 1Y | -25.4% | +22.6% | -48.0% | -41.4% |
| 3Y | +8.0% | +74.7% | -66.7% | -42.7% |
| 5Y | -37.3% | +66.1% | -103.4% | -63.7% |
| 10Y | +116.8% | +225.0% | -108.2% | -36.5% |
| All | +225.2% | +374.2% | -149.0% | -34.8% |
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