+270.9%
TRGP vs VEU
+74.2%
+196.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +9.5% | +0.7% | +8.8% | +9.0% |
| 3M | +10.8% | +4.7% | +6.1% | +7.9% |
| 6M | +25.3% | +11.6% | +13.7% | +16.7% |
| YTD | +60.3% | +16.8% | +43.5% | +43.4% |
| 1Y | +84.6% | +24.9% | +59.7% | +56.6% |
| All | +270.9% | +74.2% | +196.7% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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