+620.9%
TRGP vs VEU
+55.0%
+566.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.3% |
| 7D | +0.1% | -1.4% | +1.5% | +1.1% |
| 30D | +8.0% | -0.4% | +8.5% | +8.1% |
| 3M | +8.3% | +2.5% | +5.7% | +5.5% |
| 6M | +23.9% | +11.1% | +12.8% | +11.4% |
| YTD | +59.6% | +16.5% | +43.1% | +36.7% |
| 1Y | +79.4% | +22.9% | +56.5% | +45.8% |
| 3Y | +269.4% | +73.4% | +196.0% | +110.1% |
| All | +620.9% | +55.0% | +566.0% | +356.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling