+96.3%
VTR vs TRMB
+121.9%
-25.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.1% |
| 7D | -0.3% | -3.0% | +2.7% | +0.9% |
| 30D | +1.1% | +2.3% | -1.2% | 0.0% |
| 3M | +7.9% | +15.3% | -7.4% | +1.4% |
| 6M | +6.2% | -14.7% | +20.9% | +11.5% |
| YTD | +17.7% | -26.4% | +44.1% | +30.5% |
| 1Y | +32.9% | -30.4% | +63.3% | +49.8% |
| 3Y | +129.7% | +13.5% | +116.2% | +95.9% |
| 5Y | +89.3% | -38.6% | +127.9% | +112.2% |
| All | +96.3% | +121.9% | -25.5% | -1.9% |
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