+113.6%
TRMB price history and return analytics
+226.9%
-113.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.2% |
| 7D | -5.4% | -2.0% | -3.4% | -2.8% |
| 30D | -2.0% | -1.4% | -0.5% | -0.1% |
| 3M | +12.3% | +4.7% | +7.6% | +5.0% |
| 6M | -17.6% | +11.4% | -29.0% | -29.4% |
| YTD | -27.5% | +13.1% | -40.5% | -39.1% |
| 1Y | -29.1% | +19.0% | -48.1% | -44.3% |
| 3Y | +11.5% | +73.9% | -62.5% | -46.8% |
| 5Y | -39.5% | +65.4% | -104.8% | -68.3% |
| All | +113.6% | +226.9% | -113.3% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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