+86.6%
TPG vs VT
+64.2%
+22.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.4% | +0.4% | -2.9% | -3.1% |
| 30D | +11.1% | +1.0% | +10.1% | +9.5% |
| 3M | +26.3% | +2.4% | +23.9% | +21.9% |
| 6M | +18.3% | +12.0% | +6.3% | -1.1% |
| YTD | -14.4% | +15.3% | -29.8% | -31.7% |
| 1Y | -6.7% | +22.6% | -29.3% | -32.4% |
| 3Y | +111.5% | +74.7% | +36.8% | -9.8% |
| All | +86.6% | +64.2% | +22.4% | -14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling