+1,112.0%
VST vs TRMB
+105.7%
+1,006.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.9% | +9.7% | +10.2% |
| 7D | -9.8% | -16.7% | +6.9% | -2.7% |
| 30D | -25.1% | -9.9% | -15.2% | -21.8% |
| 3M | -11.6% | -7.6% | -4.0% | -8.9% |
| 6M | -20.9% | -14.7% | -6.2% | -16.6% |
| YTD | -22.3% | -30.9% | +8.6% | -10.7% |
| 1Y | -32.0% | -31.3% | -0.7% | -21.7% |
| 3Y | +262.4% | +29.4% | +233.0% | +229.1% |
| 5Y | +563.4% | -37.4% | +600.7% | +660.4% |
| All | +1,112.0% | +105.7% | +1,006.3% | +795.9% |
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