+2,241.1%
TRGP vs VEU
+174.0%
+2,067.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +12.4% | +2.1% | +10.3% | +9.7% |
| 30D | +2.6% | -0.9% | +3.5% | +3.4% |
| 3M | +11.9% | -5.4% | +17.2% | +18.3% |
| 6M | +13.9% | -1.8% | +15.7% | +13.4% |
| YTD | +64.2% | +10.9% | +53.3% | +37.6% |
| 1Y | +78.5% | +13.6% | +64.9% | +45.1% |
| 3Y | +272.9% | +69.3% | +203.7% | +78.6% |
| 5Y | +510.7% | +48.1% | +462.6% | +247.1% |
| 10Y | +821.0% | +148.0% | +673.0% | +229.3% |
| All | +2,241.1% | +174.0% | +2,067.1% | +674.0% |
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