+131.1%
VSH vs TRMB
+105.4%
+25.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.2% | +5.6% | +6.9% |
| 7D | +12.8% | +4.1% | +8.7% | +10.4% |
| 30D | -9.0% | -5.1% | -4.0% | -7.2% |
| 3M | -12.2% | -2.6% | -9.6% | -12.4% |
| 6M | -15.9% | -2.7% | -13.2% | -17.5% |
| YTD | +103.2% | -27.9% | +131.2% | +137.1% |
| 1Y | +108.4% | -29.0% | +137.5% | +145.6% |
| 3Y | +41.6% | +35.0% | +6.6% | +12.8% |
| 5Y | +54.6% | -33.9% | +88.5% | +83.6% |
| All | +131.1% | +105.4% | +25.7% | +44.5% |
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