+227.8%
VST vs TRMB
+26.2%
+201.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.1% | -5.0% | -5.5% |
| 7D | -19.9% | -17.9% | -2.0% | -10.9% |
| 30D | -29.7% | -12.0% | -17.7% | -24.7% |
| 3M | -19.6% | -8.4% | -11.1% | -16.0% |
| 6M | -29.4% | -21.5% | -7.9% | -19.6% |
| YTD | -29.7% | -31.5% | +1.8% | -12.5% |
| 1Y | -40.0% | -33.4% | -6.6% | -24.2% |
| All | +227.8% | +26.2% | +201.6% | +227.8% |
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 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