+680.4%
TRMD vs VT
+53.4%
+627.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -19.4% | -2.3% | -17.1% | -18.1% |
| 30D | -11.6% | -5.0% | -6.7% | -8.7% |
| 3M | +25.2% | -4.9% | +30.1% | +29.2% |
| 6M | +14.8% | -1.5% | +16.4% | +15.5% |
| YTD | +97.9% | +8.5% | +89.4% | +86.5% |
| 1Y | +78.4% | +11.4% | +67.0% | +65.1% |
| 3Y | +72.1% | +70.1% | +2.0% | +19.7% |
| All | +680.4% | +53.4% | +627.0% | +558.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling