+474.5%
VRTX vs TRMB
+96.4%
+378.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | +3.2% | -16.6% | +19.8% | +7.0% |
| 30D | +7.4% | -8.9% | +16.3% | +9.0% |
| 3M | +4.6% | -6.3% | +10.9% | +5.2% |
| 6M | +27.5% | -10.0% | +37.4% | +29.0% |
| YTD | +20.9% | -30.1% | +51.0% | +29.7% |
| 1Y | +30.1% | -31.3% | +61.4% | +40.0% |
| 3Y | +46.6% | +30.8% | +15.8% | +30.8% |
| 5Y | +191.6% | -35.9% | +227.5% | +208.1% |
| 10Y | +474.5% | +101.7% | +372.8% | +301.3% |
| All | +474.5% | +96.4% | +378.1% | +301.3% |
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