+34.1%
VFC vs TRMB
-31.5%
+65.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.6% |
| 7D | -1.4% | +4.1% | -5.5% | -2.7% |
| 30D | +24.6% | -7.0% | +31.6% | +24.6% |
| 3M | +38.4% | -0.9% | +39.4% | +33.9% |
| 6M | +15.3% | -1.2% | +16.5% | +11.5% |
| YTD | +12.7% | -28.7% | +41.5% | +34.0% |
| All | +34.1% | -31.5% | +65.6% | +55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling