+225.7%
VIK vs TRMB
-4.0%
+229.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.3% | +0.5% |
| 7D | -0.9% | -3.0% | +2.1% | +0.6% |
| 30D | -18.4% | +2.3% | -20.7% | -19.7% |
| 3M | -8.8% | +15.3% | -24.1% | -16.7% |
| 6M | +17.1% | -14.7% | +31.8% | +27.0% |
| YTD | +19.0% | -26.4% | +45.5% | +40.3% |
| 1Y | +30.1% | -30.4% | +60.5% | +58.3% |
| All | +225.7% | -4.0% | +229.8% | +208.4% |
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