+2,174.7%
TRGP vs IVZ
+163.5%
+2,011.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.7% |
| 7D | +0.8% | +0.6% | +0.1% | +0.4% |
| 30D | +11.5% | +4.0% | +7.5% | +9.2% |
| 3M | +9.0% | +18.2% | -9.2% | -0.7% |
| 6M | +20.5% | +32.8% | -12.3% | +2.4% |
| YTD | +59.5% | +28.7% | +30.8% | +36.3% |
| 1Y | +77.9% | +55.4% | +22.5% | +37.7% |
| 3Y | +253.6% | +135.2% | +118.4% | +109.9% |
| 5Y | +615.5% | +64.2% | +551.3% | +387.6% |
| 10Y | +897.1% | +64.6% | +832.5% | +527.7% |
| All | +2,174.7% | +163.5% | +2,011.2% | +1,084.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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