+2,185.1%
TRGP vs VEU
+188.5%
+1,996.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.1% |
| 7D | -0.7% | +0.3% | -1.0% | -1.1% |
| 30D | +9.5% | +0.7% | +8.8% | +8.3% |
| 3M | +10.8% | +4.7% | +6.1% | +3.4% |
| 6M | +25.3% | +11.6% | +13.7% | +5.9% |
| YTD | +60.3% | +16.8% | +43.5% | +27.2% |
| 1Y | +84.6% | +24.9% | +59.7% | +34.3% |
| 3Y | +264.4% | +75.7% | +188.6% | +68.1% |
| 5Y | +636.6% | +56.1% | +580.5% | +296.0% |
| 10Y | +848.9% | +153.6% | +695.3% | +230.8% |
| All | +2,185.1% | +188.5% | +1,996.6% | +615.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling