+28.9%
VCIT vs TRMB
+105.7%
-76.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +0.1% | -16.7% | +16.8% | +0.8% |
| 30D | +1.9% | -9.9% | +11.8% | +2.2% |
| 3M | -1.4% | -7.6% | +6.1% | -1.3% |
| 6M | -2.1% | -14.7% | +12.5% | -1.7% |
| YTD | -1.6% | -30.9% | +29.3% | -0.4% |
| 1Y | -0.9% | -31.3% | +30.4% | +0.3% |
| 3Y | +20.0% | +29.4% | -9.4% | +17.8% |
| 5Y | +3.1% | -37.4% | +40.5% | +3.5% |
| All | +28.9% | +105.7% | -76.8% | +27.3% |
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