+11.9%
VT vs TRMB
-31.2%
+43.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.1% | -16.6% | +16.4% | +1.4% |
| 30D | -3.1% | -8.9% | +5.8% | -2.9% |
| 3M | -3.5% | -6.3% | +2.8% | -3.8% |
| 6M | +0.5% | -10.0% | +10.4% | +1.2% |
| YTD | +10.8% | -30.1% | +40.9% | +17.1% |
| 1Y | +11.9% | -31.3% | +43.2% | +18.6% |
| All | +11.9% | -31.2% | +43.1% | +18.6% |
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