+22.1%
VMC vs TRMB
+13.0%
+9.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.5% | -1.3% |
| 7D | -0.5% | -0.3% | -0.3% | -0.5% |
| 30D | -9.1% | -1.2% | -7.9% | -8.8% |
| 3M | -4.1% | +9.6% | -13.8% | -7.1% |
| 6M | -5.5% | -16.1% | +10.6% | -0.9% |
| YTD | -8.9% | -25.0% | +16.1% | -1.3% |
| 1Y | -12.9% | -27.7% | +14.8% | -4.7% |
| 3Y | +22.1% | +15.3% | +6.8% | +19.7% |
| All | +22.1% | +13.0% | +9.1% | +19.7% |
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