+112.0%
VSH vs TRMB
-24.7%
+136.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.5% | +4.6% |
| 7D | +4.1% | -2.5% | +6.6% | +4.5% |
| 30D | -4.2% | +1.5% | -5.7% | -4.3% |
| 3M | -50.0% | +6.8% | -56.7% | -49.7% |
| 6M | +80.2% | -14.9% | +95.1% | +97.8% |
| YTD | +121.1% | -24.1% | +145.2% | +162.8% |
| 1Y | +112.0% | -25.4% | +137.4% | +151.9% |
| All | +112.0% | -24.7% | +136.7% | +151.9% |
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 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