+35.6%
VSH vs TRMB
+13.0%
+22.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.4% |
| 7D | +6.2% | -0.3% | +6.5% | +6.3% |
| 30D | -11.1% | -1.2% | -9.9% | -10.9% |
| 3M | -44.9% | +9.6% | -54.5% | -48.7% |
| 6M | +90.0% | -16.1% | +106.1% | +109.5% |
| YTD | +118.8% | -25.0% | +143.8% | +159.1% |
| 1Y | +109.0% | -27.7% | +136.7% | +154.4% |
| 3Y | +35.6% | +15.3% | +20.3% | +24.0% |
| All | +35.6% | +13.0% | +22.6% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling