+104.6%
VGT vs TRMB
-36.0%
+140.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.5% |
| 7D | +2.5% | +2.8% | -0.4% | +1.2% |
| 30D | -9.5% | -5.9% | -3.6% | -8.3% |
| 3M | -9.5% | -3.3% | -6.2% | -9.9% |
| 6M | -1.8% | +1.3% | -3.1% | -5.3% |
| YTD | +18.4% | -29.0% | +47.4% | +36.4% |
| 1Y | +18.7% | -27.8% | +46.5% | +35.4% |
| 3Y | +103.8% | +36.3% | +67.5% | +59.6% |
| All | +104.6% | -36.0% | +140.7% | +150.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling