+1,934.0%
VRT vs TRMB
+51.2%
+1,882.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | +10.5% | +2.8% | +7.7% | +8.8% |
| 30D | -9.3% | -5.9% | -3.5% | -6.0% |
| 3M | -29.6% | -3.3% | -26.3% | -28.5% |
| 6M | -45.4% | +1.3% | -46.7% | -47.1% |
| YTD | +24.8% | -29.0% | +53.8% | +48.2% |
| 1Y | +23.6% | -27.8% | +51.4% | +45.7% |
| 3Y | +379.7% | +36.3% | +343.4% | +285.7% |
| 5Y | +660.3% | -35.8% | +696.2% | +841.8% |
| All | +1,934.0% | +51.2% | +1,882.7% | +1,347.9% |
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