+800.0%
VGT vs TRMB
+121.9%
+678.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.5% |
| 7D | -0.2% | -3.0% | +2.9% | +1.3% |
| 30D | -0.4% | +2.3% | -2.8% | -1.7% |
| 3M | +4.4% | +15.3% | -10.9% | -3.4% |
| 6M | +32.1% | -14.7% | +46.8% | +40.4% |
| YTD | +28.8% | -26.4% | +55.2% | +46.4% |
| 1Y | +35.3% | -30.4% | +65.8% | +57.6% |
| 3Y | +124.8% | +13.5% | +111.2% | +101.4% |
| 5Y | +137.9% | -38.6% | +176.5% | +179.6% |
| All | +800.0% | +121.9% | +678.1% | +527.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling