+269.4%
TRGP vs ITOT
+75.8%
+193.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.1% |
| 7D | +0.1% | -0.9% | +1.0% | +0.7% |
| 30D | +8.0% | -1.5% | +9.5% | +9.0% |
| 3M | +8.3% | +3.6% | +4.7% | +4.9% |
| 6M | +23.9% | +13.7% | +10.2% | +10.6% |
| YTD | +59.6% | +12.9% | +46.7% | +43.0% |
| 1Y | +79.4% | +17.2% | +62.2% | +54.9% |
| 3Y | +269.4% | +75.6% | +193.8% | +134.4% |
| All | +269.4% | +75.8% | +193.7% | +134.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling