+129.7%
VTR vs TRMB
+12.4%
+117.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.6% |
| 7D | -0.3% | -3.0% | +2.7% | 0.0% |
| 30D | +1.1% | +2.3% | -1.2% | +0.9% |
| 3M | +7.9% | +15.3% | -7.4% | +6.4% |
| 6M | +6.2% | -14.7% | +20.9% | +7.5% |
| YTD | +17.7% | -26.4% | +44.1% | +21.0% |
| 1Y | +32.9% | -30.4% | +63.3% | +37.5% |
| 3Y | +129.7% | +13.5% | +116.2% | +112.2% |
| All | +129.7% | +12.4% | +117.2% | +112.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling