+31.4%
VRTX vs TRMB
-29.4%
+60.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.9% | -1.1% |
| 7D | -6.4% | -2.9% | -3.5% | -6.0% |
| 30D | -0.5% | -1.8% | +1.2% | -0.3% |
| 3M | +16.9% | +8.4% | +8.5% | +15.4% |
| 6M | +13.1% | -18.5% | +31.6% | +15.8% |
| YTD | +14.9% | -26.7% | +41.7% | +19.5% |
| 1Y | +31.4% | -28.3% | +59.7% | +37.0% |
| All | +31.4% | -29.4% | +60.8% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling