+363.2%
TRMK price history and return analytics
+368.8%
-5.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.3% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | -3.5% | -0.7% | -2.8% | -2.9% |
| 3M | +1.7% | +4.0% | -2.3% | -2.8% |
| 6M | +9.9% | +12.3% | -2.4% | -3.7% |
| YTD | +18.5% | +14.0% | +4.5% | +2.1% |
| 1Y | +16.2% | +20.3% | -4.1% | -5.4% |
| 3Y | +121.2% | +75.4% | +45.8% | +21.3% |
| 5Y | +72.4% | +66.0% | +6.4% | -1.4% |
| 10Y | +114.6% | +228.2% | -113.6% | -42.1% |
| All | +363.2% | +368.8% | -5.6% | +16.0% |
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