+889.4%
TRMD vs VT
+155.4%
+733.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +7.8% | +0.4% | +7.4% | +7.6% |
| 30D | +22.9% | +1.0% | +21.9% | +22.4% |
| 3M | +25.2% | +2.4% | +22.8% | +23.7% |
| 6M | +20.0% | +12.0% | +8.0% | +13.8% |
| YTD | +88.5% | +15.3% | +73.2% | +76.3% |
| 1Y | +66.6% | +22.6% | +44.0% | +51.6% |
| 3Y | +97.3% | +74.7% | +22.6% | +54.2% |
| 5Y | +733.4% | +66.1% | +667.3% | +555.6% |
| All | +889.4% | +155.4% | +733.9% | +614.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling