+635.3%
VST vs TRMB
-37.9%
+673.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.1% |
| 7D | -6.0% | -16.6% | +10.5% | +1.8% |
| 30D | -18.8% | -8.9% | -9.9% | -15.3% |
| 3M | -8.0% | -6.3% | -1.7% | -5.5% |
| 6M | -10.9% | -10.0% | -1.0% | -7.7% |
| YTD | -18.3% | -30.1% | +11.8% | -5.2% |
| 1Y | -29.9% | -31.3% | +1.4% | -18.1% |
| 3Y | +290.3% | +30.8% | +259.5% | +264.6% |
| 5Y | +635.3% | -35.9% | +671.2% | +722.5% |
| All | +635.3% | -37.9% | +673.2% | +722.5% |
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 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