+31.2%
VCIT vs TRMB
+102.3%
-71.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.2% |
| 7D | -1.4% | +2.8% | -4.3% | -1.5% |
| 30D | +0.6% | -5.9% | +6.4% | +0.7% |
| 3M | -2.2% | -3.3% | +1.1% | -2.2% |
| 6M | -2.3% | +1.3% | -3.7% | -2.6% |
| YTD | -2.2% | -29.0% | +26.8% | -1.1% |
| 1Y | -1.4% | -27.8% | +26.4% | -0.3% |
| 3Y | +18.7% | +36.3% | -17.6% | +16.3% |
| 5Y | +3.6% | -35.8% | +39.4% | +3.9% |
| All | +31.2% | +102.3% | -71.1% | +27.5% |
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