+199.4%
TRMB price history and return analytics
+355.4%
-156.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | -16.6% | -0.1% | -16.4% | -17.0% |
| 30D | -8.9% | -3.1% | -5.8% | -6.2% |
| 3M | -6.3% | -3.5% | -2.8% | -3.1% |
| 6M | -10.0% | +0.5% | -10.4% | -11.5% |
| YTD | -30.1% | +10.8% | -40.9% | -38.9% |
| 1Y | -31.3% | +11.9% | -43.2% | -40.5% |
| 3Y | +30.8% | +73.0% | -42.1% | -30.3% |
| 5Y | -35.9% | +58.6% | -94.5% | -61.2% |
| 10Y | +101.7% | +219.2% | -117.5% | -40.0% |
| All | +199.4% | +355.4% | -156.0% | -37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling