+70.4%
VXUS vs TRMB
+29.6%
+40.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.8% | +2.7% |
| 7D | +0.8% | -17.0% | +17.7% | +3.8% |
| 30D | -1.9% | -9.0% | +7.1% | -0.9% |
| 3M | -4.4% | -8.1% | +3.7% | -3.8% |
| 6M | -2.0% | -10.1% | +8.1% | -1.0% |
| YTD | +11.1% | -30.2% | +41.3% | +18.9% |
| 1Y | +15.1% | -30.7% | +45.8% | +23.1% |
| 3Y | +70.4% | +32.6% | +37.8% | +49.4% |
| All | +70.4% | +29.6% | +40.8% | +49.4% |
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