+850.1%
TRGP vs VIG
+250.0%
+600.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.5% |
| 7D | +0.1% | -1.1% | +1.1% | +1.4% |
| 30D | +8.0% | -2.7% | +10.8% | +11.8% |
| 3M | +8.3% | +2.5% | +5.7% | +4.3% |
| 6M | +23.9% | +9.2% | +14.7% | +9.4% |
| YTD | +59.6% | +9.8% | +49.8% | +39.6% |
| 1Y | +79.4% | +12.4% | +67.0% | +52.0% |
| 3Y | +269.4% | +55.9% | +213.5% | +102.2% |
| 5Y | +641.6% | +63.9% | +577.7% | +276.6% |
| All | +850.1% | +250.0% | +600.1% | +149.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling