+270.9%
TRGP vs VIG
+55.4%
+215.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -0.7% | -1.2% | +0.5% | +0.4% |
| 30D | +9.5% | -2.8% | +12.3% | +12.3% |
| 3M | +10.8% | +2.5% | +8.4% | +7.7% |
| 6M | +25.3% | +8.1% | +17.2% | +15.1% |
| YTD | +60.3% | +9.6% | +50.7% | +44.7% |
| 1Y | +84.6% | +14.2% | +70.4% | +58.8% |
| All | +270.9% | +55.4% | +215.5% | +135.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling