+31.2%
VCIT vs TRMB
+105.8%
-74.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | 0.0% |
| 7D | +0.7% | -17.0% | +17.7% | +1.4% |
| 30D | +1.8% | -9.0% | +10.8% | +2.1% |
| 3M | -1.1% | -8.1% | +7.0% | -0.9% |
| 6M | -1.7% | -10.1% | +8.4% | -1.4% |
| YTD | -1.1% | -30.2% | +29.1% | +0.1% |
| 1Y | -0.4% | -30.7% | +30.3% | +0.9% |
| 3Y | +20.5% | +32.6% | -12.2% | +18.1% |
| 5Y | +3.8% | -38.1% | +41.9% | +4.2% |
| 10Y | +31.2% | +98.9% | -67.7% | +28.2% |
| All | +31.2% | +105.8% | -74.6% | +28.2% |
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