+73.3%
TPG vs VO
+39.9%
+33.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -2.7% |
| 7D | -6.5% | -0.6% | -5.9% | -5.6% |
| 30D | +0.1% | -1.9% | +2.0% | +3.2% |
| 3M | +14.5% | +3.3% | +11.3% | +9.6% |
| 6M | +17.3% | +9.7% | +7.6% | +2.6% |
| YTD | -20.5% | +12.6% | -33.1% | -32.9% |
| 1Y | -13.2% | +13.6% | -26.9% | -27.5% |
| 3Y | +87.7% | +56.8% | +30.9% | +2.3% |
| All | +73.3% | +39.9% | +33.4% | +5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling