+1,097.2%
VZ vs TRMB
+3,039.9%
-1,942.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +5.6% | -17.9% | +23.5% | +7.0% |
| 30D | +1.9% | -12.0% | +13.9% | +2.6% |
| 3M | +0.8% | -8.4% | +9.2% | +1.2% |
| 6M | +0.6% | -21.5% | +22.2% | +2.1% |
| YTD | +20.8% | -31.5% | +52.3% | +23.6% |
| 1Y | +23.9% | -33.4% | +57.4% | +27.0% |
| 3Y | +55.7% | +26.5% | +29.2% | +50.9% |
| 5Y | +21.5% | -37.9% | +59.4% | +23.2% |
| 10Y | +68.5% | +107.3% | -38.9% | +53.6% |
| All | +1,097.2% | +3,039.9% | -1,942.7% | +778.8% |
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