+309.6%
IVV vs TRGP
+772.2%
-462.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -1.1% | +1.7% |
| 7D | +0.1% | -7.2% | +7.3% | +1.4% |
| 30D | -3.3% | -4.2% | +0.9% | -2.7% |
| 3M | -2.4% | +7.0% | -9.3% | -3.9% |
| 6M | +2.6% | +11.2% | -8.6% | 0.0% |
| YTD | +11.3% | +51.1% | -39.8% | +2.2% |
| 1Y | +13.4% | +62.0% | -48.6% | +2.7% |
| 3Y | +80.3% | +248.2% | -167.9% | +40.8% |
| 5Y | +72.7% | +432.4% | -359.7% | +24.1% |
| 10Y | +309.6% | +739.5% | -429.9% | +153.4% |
| All | +309.6% | +772.2% | -462.5% | +153.4% |
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