+219.8%
VT vs TRMB
+105.8%
+114.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +2.3% |
| 7D | +0.4% | -17.0% | +17.3% | +5.9% |
| 30D | -2.6% | -9.0% | +6.4% | -0.5% |
| 3M | -3.2% | -8.1% | +4.9% | -1.7% |
| 6M | +0.9% | -10.1% | +11.0% | +2.7% |
| YTD | +11.3% | -30.2% | +41.5% | +23.1% |
| 1Y | +14.0% | -30.7% | +44.7% | +26.2% |
| 3Y | +75.8% | +32.6% | +43.2% | +50.6% |
| 5Y | +57.8% | -38.1% | +96.0% | +73.0% |
| 10Y | +219.8% | +98.9% | +120.9% | +135.4% |
| All | +219.8% | +105.8% | +114.0% | +135.4% |
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