+612.7%
VEEV vs TRMB
+97.3%
+515.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.6% | -3.2% |
| 7D | -5.2% | -0.3% | -4.9% | -5.0% |
| 30D | +14.9% | -1.2% | +16.1% | +15.6% |
| 3M | +58.4% | +9.6% | +48.8% | +52.4% |
| 6M | +35.5% | -16.1% | +51.6% | +46.2% |
| YTD | +18.6% | -25.0% | +43.6% | +34.2% |
| 1Y | -6.3% | -27.7% | +21.3% | +7.2% |
| 3Y | +20.2% | +15.3% | +4.9% | +9.0% |
| 5Y | -13.8% | -37.4% | +23.6% | -0.5% |
| 10Y | +542.0% | +117.5% | +424.6% | +349.3% |
| All | +612.7% | +97.3% | +515.4% | +434.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling