+715.9%
VTV vs TRMB
+847.6%
-131.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.3% |
| 7D | -1.1% | -3.0% | +1.9% | -0.3% |
| 30D | -1.0% | +2.3% | -3.3% | -1.8% |
| 3M | +4.6% | +15.3% | -10.7% | +0.2% |
| 6M | +13.5% | -14.7% | +28.2% | +17.7% |
| YTD | +18.5% | -26.4% | +44.9% | +27.6% |
| 1Y | +22.9% | -30.4% | +53.3% | +34.1% |
| 3Y | +67.8% | +13.5% | +54.3% | +56.4% |
| 5Y | +81.8% | -38.6% | +120.4% | +96.5% |
| 10Y | +233.0% | +121.8% | +111.2% | +141.3% |
| All | +715.9% | +847.6% | -131.6% | +288.6% |
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 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