-50.2%
VG vs TRMB
-29.4%
-20.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.3% | +2.0% |
| 7D | -8.3% | -17.0% | +8.6% | -2.5% |
| 30D | -10.3% | -9.0% | -1.3% | -7.7% |
| 3M | -10.8% | -8.1% | -2.7% | -8.8% |
| 6M | +3.5% | -10.1% | +13.5% | +7.5% |
| YTD | +74.0% | -30.2% | +104.2% | +115.8% |
| 1Y | +48.9% | -30.7% | +79.6% | +84.0% |
| All | -50.2% | -29.4% | -20.8% | -35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling