+25.5%
VZ vs TRMB
-37.2%
+62.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.8% |
| 7D | +0.1% | -2.5% | +2.6% | +0.2% |
| 30D | +7.9% | +1.5% | +6.4% | +7.8% |
| 3M | +13.6% | +6.8% | +6.9% | +13.0% |
| 6M | +1.1% | -14.9% | +16.0% | +1.8% |
| YTD | +29.3% | -24.1% | +53.4% | +31.2% |
| 1Y | +21.2% | -25.4% | +46.6% | +23.0% |
| 3Y | +75.9% | +8.0% | +67.9% | +70.5% |
| All | +25.5% | -37.2% | +62.7% | +20.5% |
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