+1,164.9%
VST vs TRMB
+102.3%
+1,062.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | +6.6% | +2.8% | +3.8% | +5.4% |
| 30D | -12.4% | -5.9% | -6.5% | -10.1% |
| 3M | -9.0% | -3.3% | -5.7% | -7.8% |
| 6M | -6.4% | +1.3% | -7.8% | -8.1% |
| YTD | -17.2% | -29.0% | +11.8% | -5.8% |
| 1Y | -22.0% | -27.8% | +5.7% | -12.0% |
| 3Y | +296.7% | +36.3% | +260.4% | +252.9% |
| 5Y | +637.6% | -35.8% | +673.4% | +738.8% |
| All | +1,164.9% | +102.3% | +1,062.5% | +805.8% |
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