+270.0%
TRGP vs VLTO
+56.1%
+213.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +3.2% |
| 7D | -7.2% | +2.0% | -9.2% | -7.5% |
| 30D | -4.2% | +21.8% | -26.0% | -8.4% |
| 3M | +7.0% | +20.2% | -13.3% | +2.5% |
| 6M | +11.2% | +36.3% | -25.1% | +2.6% |
| YTD | +51.1% | +18.8% | +32.3% | +45.0% |
| 1Y | +62.0% | +20.4% | +41.6% | +54.5% |
| 3Y | +248.2% | +71.9% | +176.3% | +204.8% |
| All | +270.0% | +56.1% | +213.9% | +220.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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