+56.0%
TRMK vs VT
+57.4%
-1.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.3% |
| 7D | +0.2% | +0.4% | -0.1% | -0.1% |
| 30D | +2.9% | -2.6% | +5.4% | +5.0% |
| 3M | -3.6% | -3.2% | -0.4% | -1.2% |
| 6M | +2.8% | +0.9% | +1.8% | +1.3% |
| YTD | +18.7% | +11.3% | +7.4% | +6.9% |
| 1Y | +21.9% | +14.0% | +7.9% | +7.4% |
| 3Y | +133.6% | +75.8% | +57.8% | +44.1% |
| 5Y | +56.0% | +57.8% | -1.8% | +5.5% |
| All | +56.0% | +57.4% | -1.4% | +5.5% |
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