-13.8%
VEEV vs TRMB
-39.6%
+25.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.6% |
| 7D | -8.2% | -5.4% | -2.8% | -5.4% |
| 30D | +10.3% | -2.0% | +12.3% | +11.7% |
| 3M | +59.4% | +12.3% | +47.0% | +50.0% |
| 6M | +37.6% | -17.6% | +55.2% | +52.2% |
| YTD | +16.9% | -27.5% | +44.4% | +37.9% |
| 1Y | -5.0% | -29.1% | +24.1% | +12.8% |
| 3Y | +18.5% | +11.5% | +7.0% | +3.8% |
| 5Y | -13.8% | -39.5% | +25.6% | +9.2% |
| All | -13.8% | -39.6% | +25.8% | +9.2% |
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 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