+1,181.6%
VZ vs TRMB
+3,381.2%
-2,199.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.8% |
| 7D | +0.1% | -2.5% | +2.6% | +0.3% |
| 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% | +2.1% |
| YTD | +29.3% | -24.1% | +53.4% | +31.5% |
| 1Y | +21.2% | -25.4% | +46.6% | +23.4% |
| 3Y | +75.9% | +8.0% | +67.9% | +72.8% |
| 5Y | +24.1% | -37.3% | +61.4% | +25.9% |
| 10Y | +62.4% | +116.8% | -54.4% | +47.8% |
| All | +1,181.6% | +3,381.2% | -2,199.5% | +835.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling