-29.9%
VST vs TRMB
-31.2%
+1.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.1% |
| 7D | -6.0% | -16.6% | +10.5% | +0.2% |
| 30D | -18.8% | -8.9% | -9.9% | -15.2% |
| 3M | -8.0% | -6.3% | -1.7% | -4.7% |
| 6M | -10.9% | -10.0% | -1.0% | -4.8% |
| YTD | -18.3% | -30.1% | +11.8% | +3.1% |
| 1Y | -29.9% | -31.3% | +1.4% | -10.5% |
| All | -29.9% | -31.2% | +1.2% | -10.5% |
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