+69.0%
TPG vs VIG
+53.5%
+15.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.4% |
| 7D | -9.4% | -1.1% | -8.4% | -7.7% |
| 30D | -5.3% | -2.7% | -2.5% | -0.5% |
| 3M | +12.9% | +2.5% | +10.4% | +8.8% |
| 6M | +20.1% | +9.2% | +10.9% | +4.0% |
| YTD | -22.5% | +9.8% | -32.3% | -33.2% |
| 1Y | -19.7% | +12.4% | -32.1% | -33.1% |
| 3Y | +81.2% | +55.9% | +25.3% | -8.7% |
| All | +69.0% | +53.5% | +15.5% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling