+943.0%
TRMD vs VT
+146.5%
+796.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -0.7% |
| 7D | -13.3% | +0.4% | -13.6% | -13.3% |
| 30D | -13.5% | -2.6% | -10.9% | -12.4% |
| 3M | +25.8% | -3.2% | +29.0% | +27.6% |
| 6M | +11.9% | +0.9% | +10.9% | +11.2% |
| YTD | +98.7% | +11.3% | +87.4% | +88.8% |
| 1Y | +75.5% | +14.0% | +61.5% | +65.0% |
| 3Y | +74.9% | +75.8% | -1.0% | +36.5% |
| 5Y | +698.0% | +57.8% | +640.2% | +540.6% |
| All | +943.0% | +146.5% | +796.5% | +664.7% |
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