+2,545.5%
VRT vs TRMB
+56.0%
+2,489.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.3% | -7.3% | -8.2% |
| 7D | +2.4% | -2.9% | +5.3% | +4.3% |
| 30D | -2.7% | -1.8% | -0.9% | -2.0% |
| 3M | -9.2% | +8.4% | -17.6% | -15.5% |
| 6M | -0.5% | -18.5% | +18.0% | +10.0% |
| YTD | +62.3% | -26.7% | +89.1% | +89.6% |
| 1Y | +109.6% | -28.3% | +137.9% | +148.6% |
| 3Y | +573.1% | +12.6% | +560.5% | +502.4% |
| 5Y | +953.6% | -38.7% | +992.3% | +1,226.3% |
| All | +2,545.5% | +56.0% | +2,489.5% | +1,752.4% |
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