+11.9%
VT vs TRMB
-30.2%
+42.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.5% |
| 7D | +2.9% | +4.1% | -1.2% | +2.5% |
| 30D | -2.5% | -7.0% | +4.5% | -2.6% |
| 3M | -3.3% | -0.9% | -2.4% | -4.4% |
| 6M | +1.5% | -1.2% | +2.7% | +0.5% |
| YTD | +11.4% | -28.7% | +40.1% | +17.7% |
| 1Y | +11.9% | -32.1% | +44.0% | +19.8% |
| All | +11.9% | -30.2% | +42.1% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling