+183.4%
VLO vs TRMB
+14.4%
+169.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.1% | +0.2% |
| 7D | +5.2% | -2.5% | +7.7% | +5.8% |
| 30D | +22.6% | +1.5% | +21.1% | +22.0% |
| 3M | +43.8% | +6.8% | +37.0% | +40.9% |
| 6M | +65.7% | -14.9% | +80.7% | +72.4% |
| YTD | +131.1% | -24.1% | +155.2% | +148.5% |
| 1Y | +143.6% | -25.4% | +169.0% | +162.2% |
| All | +183.4% | +14.4% | +169.0% | +164.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling