-1.0%
VCIT vs TRMB
-31.2%
+30.2%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +0.1% | -16.6% | +16.7% | +0.5% |
| 30D | +1.1% | -8.9% | +10.0% | +1.1% |
| 3M | -1.4% | -6.3% | +5.0% | -1.5% |
| 6M | -2.3% | -10.0% | +7.6% | -2.3% |
| YTD | -1.8% | -30.1% | +28.3% | -0.8% |
| 1Y | -1.0% | -31.3% | +30.3% | +0.1% |
| All | -1.0% | -31.2% | +30.2% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling