+28.8%
VCIT vs TRMB
+116.5%
-87.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.3% | -2.5% | +2.2% | -0.2% |
| 30D | -0.8% | +1.5% | -2.3% | -0.8% |
| 3M | -1.0% | +6.8% | -7.8% | -1.3% |
| 6M | -1.8% | -14.9% | +13.1% | -1.3% |
| YTD | -0.7% | -24.1% | +23.4% | +0.3% |
| 1Y | +1.0% | -25.4% | +26.4% | +2.0% |
| 3Y | +18.8% | +8.0% | +10.8% | +17.7% |
| 5Y | +3.5% | -37.3% | +40.8% | +3.9% |
| All | +28.8% | +116.5% | -87.7% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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