+99.9%
VLO vs TRMB
-31.2%
+131.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -9.5% | -16.6% | +7.0% | -9.7% |
| 30D | -19.1% | -8.9% | -10.3% | -18.5% |
| 3M | +11.4% | -6.3% | +17.7% | +12.6% |
| 6M | +46.7% | -10.0% | +56.7% | +48.4% |
| YTD | +118.6% | -30.1% | +148.7% | +122.9% |
| 1Y | +99.9% | -31.3% | +131.2% | +104.3% |
| All | +99.9% | -31.2% | +131.0% | +104.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling