+54.0%
VEA vs TRMB
-36.0%
+90.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.1% |
| 7D | +2.3% | +2.8% | -0.6% | +1.5% |
| 30D | +0.2% | -5.9% | +6.1% | +0.8% |
| 3M | -5.3% | -3.3% | -2.0% | -5.6% |
| 6M | -0.9% | +1.3% | -2.3% | -2.9% |
| YTD | +12.2% | -29.0% | +41.2% | +21.4% |
| 1Y | +16.1% | -27.8% | +43.9% | +24.8% |
| 3Y | +73.0% | +36.3% | +36.7% | +48.0% |
| All | +54.0% | -36.0% | +90.0% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling