+116.7%
TRMB vs VTEB
+17.9%
+98.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.1% | +1.1% |
| 7D | -3.0% | -0.9% | -2.1% | -2.3% |
| 30D | +2.3% | -2.5% | +4.8% | +4.6% |
| 3M | +15.3% | -3.0% | +18.3% | +18.3% |
| 6M | -14.7% | -2.1% | -12.6% | -13.0% |
| YTD | -26.4% | -1.5% | -24.9% | -25.3% |
| 1Y | -30.4% | +0.2% | -30.6% | -30.3% |
| 3Y | +13.5% | +8.6% | +5.0% | +6.0% |
| 5Y | -38.6% | +1.2% | -39.8% | -39.8% |
| All | +116.7% | +17.9% | +98.8% | +153.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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