+911.8%
VLO vs TRMB
+118.7%
+793.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.5% |
| 7D | +4.0% | -5.4% | +9.4% | +6.4% |
| 30D | +19.0% | -2.0% | +21.0% | +19.6% |
| 3M | +50.0% | +12.3% | +37.6% | +41.2% |
| 6M | +79.1% | -17.6% | +96.7% | +91.1% |
| YTD | +140.3% | -27.5% | +167.7% | +169.6% |
| 1Y | +148.3% | -29.1% | +177.4% | +179.9% |
| 3Y | +194.6% | +11.5% | +183.1% | +159.5% |
| 5Y | +609.6% | -39.5% | +649.0% | +715.9% |
| All | +911.8% | +118.7% | +793.1% | +420.8% |
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