+954.4%
VTI vs TRMB
+1,805.3%
-851.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | -1.1% | -1.2% | +0.1% | -0.9% |
| 3M | +3.9% | +9.6% | -5.7% | +0.9% |
| 6M | +14.6% | -16.1% | +30.7% | +19.4% |
| YTD | +13.3% | -25.0% | +38.3% | +21.4% |
| 1Y | +19.2% | -27.7% | +46.9% | +28.8% |
| 3Y | +77.4% | +15.3% | +62.1% | +66.0% |
| 5Y | +74.0% | -37.4% | +111.4% | +89.2% |
| 10Y | +294.6% | +117.5% | +177.2% | +202.3% |
| All | +954.4% | +1,805.3% | -851.0% | +340.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling