+69.0%
TPG vs VO
+39.8%
+29.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.4% |
| 7D | -9.4% | -1.5% | -7.9% | -7.2% |
| 30D | -5.3% | -3.0% | -2.2% | -0.5% |
| 3M | +12.9% | +2.8% | +10.1% | +8.8% |
| 6M | +20.1% | +10.9% | +9.2% | +3.2% |
| YTD | -22.5% | +12.5% | -34.9% | -34.4% |
| 1Y | -19.7% | +12.0% | -31.7% | -31.4% |
| 3Y | +81.2% | +56.3% | +24.9% | -0.8% |
| All | +69.0% | +39.8% | +29.3% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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