+784.4%
TRMD price history and return analytics
+65.7%
+718.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +9.4% |
| 7D | +12.5% | -0.1% | +12.6% | +12.5% |
| 30D | +30.4% | -0.7% | +31.1% | +31.0% |
| 3M | +31.5% | +4.0% | +27.5% | +28.0% |
| 6M | +39.3% | +12.3% | +27.0% | +28.5% |
| YTD | +104.0% | +14.0% | +90.0% | +86.2% |
| 1Y | +78.3% | +20.3% | +58.0% | +56.9% |
| 3Y | +116.8% | +75.4% | +41.4% | +47.4% |
| 5Y | +784.4% | +66.0% | +718.4% | +571.8% |
| All | +784.4% | +65.7% | +718.7% | +571.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling