+55.4%
VXUS vs TRMB
-37.5%
+92.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | +1.6% | -0.3% | +1.9% | +1.6% |
| 30D | +1.0% | -1.2% | +2.2% | +1.2% |
| 3M | +5.7% | +9.6% | -3.9% | +2.6% |
| 6M | +13.6% | -16.1% | +29.7% | +18.5% |
| YTD | +17.4% | -25.0% | +42.4% | +26.1% |
| 1Y | +25.1% | -27.7% | +52.8% | +35.4% |
| 3Y | +75.8% | +15.3% | +60.5% | +61.2% |
| 5Y | +55.4% | -37.4% | +92.8% | +67.1% |
| All | +55.4% | -37.5% | +92.9% | +67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling