+109.7%
VSH vs TRMB
-29.0%
+138.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.8% |
| 7D | +3.1% | -5.4% | +8.5% | +3.9% |
| 30D | -5.7% | -2.0% | -3.7% | -5.4% |
| 3M | -42.5% | +12.3% | -54.8% | -44.4% |
| 6M | +82.7% | -17.6% | +100.3% | +100.8% |
| YTD | +118.2% | -27.5% | +145.7% | +161.4% |
| 1Y | +109.7% | -29.1% | +138.8% | +151.3% |
| All | +109.7% | -29.0% | +138.7% | +151.3% |
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 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