-100.0%
VIVK vs TRMB
-39.6%
-60.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.8% |
| 7D | -9.5% | -5.4% | -4.0% | -7.6% |
| 30D | -35.1% | -2.0% | -33.1% | -34.6% |
| 3M | -93.4% | +12.3% | -105.7% | -93.7% |
| 6M | -98.0% | -17.6% | -80.4% | -97.8% |
| YTD | -97.9% | -27.5% | -70.4% | -97.6% |
| 1Y | -100.0% | -29.1% | -70.9% | -100.0% |
| 3Y | -100.0% | +11.5% | -111.5% | -100.0% |
| 5Y | -100.0% | -39.5% | -60.5% | -100.0% |
| All | -100.0% | -39.6% | -60.4% | -100.0% |
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