+959.3%
TRMD price history and return analytics
+152.6%
+806.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.0% |
| 7D | +7.1% | -1.1% | +8.2% | +7.6% |
| 30D | +30.0% | -1.0% | +31.0% | +30.6% |
| 3M | +30.1% | +3.2% | +27.0% | +28.3% |
| 6M | +41.6% | +12.5% | +29.1% | +33.9% |
| YTD | +101.8% | +14.1% | +87.8% | +89.7% |
| 1Y | +84.2% | +18.9% | +65.3% | +70.0% |
| 3Y | +117.5% | +74.1% | +43.4% | +70.2% |
| 5Y | +794.6% | +66.9% | +727.7% | +604.0% |
| All | +959.3% | +152.6% | +806.7% | +668.3% |
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