+19.9%
VGT vs TRMB
-31.2%
+51.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -17.3% | +17.5% | +3.2% |
| 7D | -6.5% | -15.7% | +9.2% | -4.2% |
| 30D | -10.6% | -7.8% | -2.8% | -10.3% |
| 3M | -3.7% | -9.3% | +5.6% | -3.1% |
| 6M | +10.4% | -20.8% | +31.2% | +17.6% |
| YTD | +23.1% | -30.8% | +53.8% | +36.6% |
| 1Y | +19.9% | -31.0% | +50.9% | +32.9% |
| All | +19.9% | -31.2% | +51.1% | +32.9% |
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