+1,024.4%
VRT vs TRMB
-37.5%
+1,061.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.8% | +4.5% |
| 7D | +13.6% | -0.3% | +13.9% | +13.8% |
| 30D | +6.8% | -1.2% | +8.0% | +7.0% |
| 3M | -3.2% | +9.6% | -12.8% | -12.4% |
| 6M | +20.3% | -16.1% | +36.5% | +33.5% |
| YTD | +79.6% | -25.0% | +104.6% | +114.9% |
| 1Y | +139.0% | -27.7% | +166.7% | +195.1% |
| 3Y | +644.6% | +15.3% | +629.3% | +507.4% |
| 5Y | +1,024.4% | -37.4% | +1,061.8% | +1,374.7% |
| All | +1,024.4% | -37.5% | +1,061.9% | +1,374.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling