+150.1%
VXUS vs TRMB
+113.5%
+36.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | -0.1% |
| 7D | +0.3% | -2.9% | +3.2% | +1.2% |
| 30D | +0.7% | -1.8% | +2.4% | +1.1% |
| 3M | +4.8% | +8.4% | -3.7% | +1.6% |
| 6M | +11.3% | -18.5% | +29.9% | +17.5% |
| YTD | +16.5% | -26.7% | +43.2% | +26.6% |
| 1Y | +24.3% | -28.3% | +52.6% | +35.5% |
| 3Y | +74.5% | +12.6% | +61.9% | +60.4% |
| 5Y | +54.3% | -38.7% | +93.0% | +68.7% |
| 10Y | +150.1% | +120.8% | +29.3% | +73.6% |
| All | +150.1% | +113.5% | +36.6% | +73.6% |
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 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