+213.7%
VT vs TRMB
+105.7%
+107.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.6% | -0.1% |
| 7D | -2.3% | -16.7% | +14.4% | +2.9% |
| 30D | -5.0% | -9.9% | +5.0% | -2.6% |
| 3M | -4.9% | -7.6% | +2.7% | -3.6% |
| 6M | -1.5% | -14.7% | +13.1% | +2.0% |
| YTD | +8.5% | -30.9% | +39.4% | +20.4% |
| 1Y | +11.4% | -31.3% | +42.7% | +23.6% |
| 3Y | +70.1% | +29.4% | +40.7% | +47.0% |
| 5Y | +53.7% | -37.4% | +91.1% | +67.7% |
| All | +213.7% | +105.7% | +107.9% | +132.3% |
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