+58.2%
VZ vs TRMB
+36.0%
+22.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.5% | +0.6% |
| 7D | +0.9% | +4.1% | -3.2% | +0.9% |
| 30D | +8.9% | -5.1% | +14.0% | +8.8% |
| 3M | +0.1% | -2.6% | +2.7% | -0.1% |
| 6M | +1.9% | -2.7% | +4.6% | +1.5% |
| YTD | +22.0% | -27.9% | +49.9% | +21.6% |
| 1Y | +22.1% | -29.0% | +51.1% | +21.6% |
| All | +58.2% | +36.0% | +22.2% | +51.9% |
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