+80.1%
TPG vs VLTO
+23.4%
+56.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.3% |
| 7D | -11.8% | -4.5% | -7.3% | -9.6% |
| 30D | -6.3% | -4.6% | -1.6% | -3.9% |
| 3M | +13.6% | +13.3% | +0.3% | +6.1% |
| 6M | +13.8% | +2.1% | +11.7% | +12.3% |
| YTD | -23.7% | -6.1% | -17.7% | -21.3% |
| 1Y | -18.2% | -11.4% | -6.8% | -12.8% |
| All | +80.1% | +23.4% | +56.7% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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