+67.0%
VSH vs TRMB
-39.0%
+106.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +2.0% |
| 7D | +3.5% | -2.9% | +6.4% | +5.2% |
| 30D | -4.4% | -1.8% | -2.6% | -3.9% |
| 3M | -45.8% | +8.4% | -54.2% | -49.4% |
| 6M | +90.1% | -18.5% | +108.7% | +110.4% |
| YTD | +120.3% | -26.7% | +147.1% | +158.5% |
| 1Y | +112.2% | -28.3% | +140.5% | +152.8% |
| 3Y | +36.6% | +12.6% | +24.0% | +24.0% |
| 5Y | +67.0% | -38.7% | +105.7% | +100.7% |
| All | +67.0% | -39.0% | +106.0% | +100.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling