+967.8%
TRMD vs VT
+148.1%
+819.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +1.9% | +2.6% |
| 7D | -6.1% | -0.7% | -5.4% | -5.7% |
| 30D | -13.6% | -1.7% | -11.8% | -12.8% |
| 3M | +32.6% | -2.3% | +34.9% | +34.0% |
| 6M | +14.0% | +1.5% | +12.4% | +13.0% |
| YTD | +103.4% | +12.0% | +91.4% | +92.8% |
| 1Y | +75.1% | +12.9% | +62.3% | +65.4% |
| 3Y | +76.5% | +74.9% | +1.6% | +38.1% |
| 5Y | +776.5% | +59.9% | +716.6% | +600.0% |
| All | +967.8% | +148.1% | +819.6% | +680.6% |
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