+61.1%
VZ vs TRMB
+114.9%
-53.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +7.1% | -1.2% | +8.3% | +7.2% |
| 3M | +12.8% | +9.6% | +3.2% | +11.7% |
| 6M | +1.8% | -16.1% | +17.9% | +3.3% |
| YTD | +30.0% | -25.0% | +55.0% | +33.2% |
| 1Y | +24.3% | -27.7% | +52.0% | +27.7% |
| 3Y | +84.3% | +15.3% | +69.0% | +76.9% |
| 5Y | +25.9% | -37.4% | +63.3% | +28.6% |
| 10Y | +61.1% | +117.5% | -56.4% | +31.3% |
| All | +61.1% | +114.9% | -53.8% | +31.3% |
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