-14.3%
VMC vs TRMB
-29.0%
+14.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | -3.7% | -5.4% | +1.7% | -2.0% |
| 30D | -12.8% | -2.0% | -10.8% | -12.2% |
| 3M | -7.9% | +12.3% | -20.3% | -11.2% |
| 6M | -7.5% | -17.6% | +10.1% | -2.9% |
| YTD | -11.6% | -27.5% | +15.8% | -3.8% |
| 1Y | -14.3% | -29.1% | +14.8% | -5.5% |
| All | -14.3% | -29.0% | +14.8% | -5.5% |
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