+991.0%
TRMD price history and return analytics
+146.6%
+844.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.5% |
| 7D | +5.3% | +2.9% | +2.4% | +4.0% |
| 30D | -12.1% | -2.5% | -9.6% | -11.0% |
| 3M | +33.9% | -3.3% | +37.2% | +35.9% |
| 6M | +14.8% | +1.5% | +13.3% | +13.8% |
| YTD | +107.9% | +11.4% | +96.5% | +97.5% |
| 1Y | +78.0% | +11.9% | +66.1% | +68.7% |
| 3Y | +80.4% | +73.9% | +6.5% | +41.5% |
| 5Y | +776.4% | +57.9% | +718.5% | +603.2% |
| All | +991.0% | +146.6% | +844.4% | +699.7% |
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 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