-4.4%
VEEV vs TRMB
-36.0%
+31.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -0.7% | +2.8% | -3.6% | -2.2% |
| 30D | +1.4% | -5.9% | +7.3% | +2.6% |
| 3M | +19.4% | -3.3% | +22.7% | +19.0% |
| 6M | +93.6% | +1.3% | +92.3% | +88.3% |
| YTD | +35.1% | -29.0% | +64.1% | +57.5% |
| 1Y | +3.4% | -27.8% | +31.1% | +19.2% |
| 3Y | +81.4% | +36.3% | +45.1% | +37.9% |
| All | -4.4% | -36.0% | +31.6% | +19.5% |
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