+523.2%
VST vs TRMB
-38.8%
+562.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.1% | -5.0% | -5.7% |
| 7D | -19.9% | -17.9% | -2.0% | -12.7% |
| 30D | -29.7% | -12.0% | -17.7% | -25.7% |
| 3M | -19.6% | -8.4% | -11.1% | -16.6% |
| 6M | -29.4% | -21.5% | -7.9% | -22.3% |
| YTD | -29.7% | -31.5% | +1.8% | -17.8% |
| 1Y | -40.0% | -33.4% | -6.6% | -29.1% |
| 3Y | +231.0% | +26.5% | +204.5% | +213.0% |
| All | +523.2% | -38.8% | +562.0% | +604.8% |
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 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