+73.1%
TPG vs VT
+58.1%
+15.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +2.4% | +2.7% | +1.4% |
| 30D | +15.7% | -1.5% | +17.2% | +18.6% |
| 3M | -10.6% | -4.1% | -6.5% | -4.4% |
| 6M | +15.9% | +0.6% | +15.4% | +15.3% |
| YTD | -20.6% | +11.0% | -31.7% | -32.7% |
| 1Y | -11.8% | +13.3% | -25.1% | -27.5% |
| 3Y | +71.6% | +73.4% | -1.8% | -25.9% |
| All | +73.1% | +58.1% | +15.0% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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