+71.2%
TRMD vs VT
+74.4%
-3.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -14.8% | -0.1% | -14.7% | -14.6% |
| 30D | -14.1% | -3.1% | -11.1% | -12.4% |
| 3M | +26.2% | -3.5% | +29.7% | +28.9% |
| 6M | +11.1% | +0.5% | +10.6% | +10.3% |
| YTD | +97.4% | +10.8% | +86.6% | +82.9% |
| 1Y | +69.1% | +11.9% | +57.2% | +55.5% |
| 3Y | +71.2% | +73.0% | -1.7% | +10.9% |
| All | +71.2% | +74.4% | -3.2% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling