+80.4%
TPG vs VT
+63.4%
+17.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.5% |
| 7D | -2.9% | +1.0% | -3.9% | -4.4% |
| 30D | +5.0% | -0.2% | +5.3% | +5.5% |
| 3M | +24.9% | +4.5% | +20.4% | +16.8% |
| 6M | +21.1% | +14.1% | +7.0% | -1.8% |
| YTD | -17.3% | +14.8% | -32.0% | -33.4% |
| 1Y | -9.8% | +21.2% | -31.0% | -33.4% |
| 3Y | +95.4% | +76.6% | +18.8% | -18.0% |
| All | +80.4% | +63.4% | +17.0% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling