+313.7%
IVV vs TRGP
+843.4%
-529.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | +0.5% | -0.6% | +1.1% | +0.6% |
| 30D | -1.0% | +14.6% | -15.5% | -3.5% |
| 3M | +3.9% | +11.9% | -8.1% | +1.4% |
| 6M | +14.5% | +25.3% | -10.8% | +9.3% |
| YTD | +12.9% | +61.9% | -49.0% | +2.6% |
| 1Y | +19.4% | +87.3% | -67.9% | +5.3% |
| 3Y | +78.8% | +268.0% | -189.2% | +38.4% |
| 5Y | +82.2% | +638.2% | -556.0% | +24.2% |
| 10Y | +313.7% | +821.9% | -508.3% | +149.1% |
| All | +313.7% | +843.4% | -529.7% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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