+409.6%
VUG vs TRMB
+118.7%
+290.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.1% |
| 7D | -1.9% | -5.4% | +3.5% | +0.4% |
| 30D | -1.6% | -2.0% | +0.4% | -0.9% |
| 3M | +4.4% | +12.3% | -7.9% | -1.4% |
| 6M | +13.2% | -17.6% | +30.8% | +21.5% |
| YTD | +7.5% | -27.5% | +34.9% | +21.3% |
| 1Y | +12.5% | -29.1% | +41.6% | +27.7% |
| 3Y | +86.0% | +11.5% | +74.5% | +68.7% |
| 5Y | +76.5% | -39.5% | +115.9% | +103.5% |
| All | +409.6% | +118.7% | +290.9% | +263.2% |
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 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