+119.9%
TRMD price history and return analytics
+74.2%
+45.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +9.3% |
| 7D | +12.5% | -0.1% | +12.6% | +12.5% |
| 30D | +30.4% | -0.7% | +31.1% | +30.9% |
| 3M | +31.5% | +4.0% | +27.5% | +28.2% |
| 6M | +39.3% | +12.3% | +27.0% | +28.7% |
| YTD | +104.0% | +14.0% | +90.0% | +86.6% |
| 1Y | +78.3% | +20.3% | +58.0% | +57.4% |
| All | +119.9% | +74.2% | +45.7% | +59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling