+80.1%
IVV vs TRGP
+263.5%
-183.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.2% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | +0.1% | +11.5% | -11.4% | -2.1% |
| 3M | +2.0% | +9.0% | -7.0% | 0.0% |
| 6M | +13.0% | +20.5% | -7.5% | +8.1% |
| YTD | +13.6% | +59.5% | -45.9% | +1.4% |
| 1Y | +20.1% | +77.9% | -57.8% | +3.8% |
| All | +80.1% | +263.5% | -183.4% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling