+75.7%
VEA vs TRMB
+11.9%
+63.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | -0.4% |
| 7D | +0.3% | -2.9% | +3.2% | +0.9% |
| 30D | +0.4% | -1.8% | +2.2% | +0.7% |
| 3M | +4.8% | +8.4% | -3.6% | +2.7% |
| 6M | +11.3% | -18.5% | +29.8% | +15.9% |
| YTD | +17.4% | -26.7% | +44.1% | +25.0% |
| 1Y | +26.2% | -28.3% | +54.5% | +34.8% |
| All | +75.7% | +11.9% | +63.8% | +68.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling