+645.9%
TRGP vs VIG
+61.5%
+584.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.7% |
| 7D | -0.6% | -2.2% | +1.7% | +1.7% |
| 30D | +10.0% | -3.2% | +13.2% | +13.6% |
| 3M | +7.6% | +3.0% | +4.6% | +3.8% |
| 6M | +26.8% | +8.1% | +18.7% | +15.8% |
| YTD | +60.6% | +9.1% | +51.5% | +45.0% |
| 1Y | +82.5% | +12.6% | +69.9% | +59.0% |
| 3Y | +265.0% | +55.4% | +209.6% | +124.4% |
| 5Y | +645.9% | +62.8% | +583.1% | +336.9% |
| All | +645.9% | +61.5% | +584.4% | +336.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling