+221.9%
TRGP vs VLTO
+69.5%
+152.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.8% |
| 7D | -16.0% | +5.4% | -21.4% | -17.0% |
| 30D | -6.4% | +22.3% | -28.8% | -10.9% |
| 3M | -1.0% | +19.6% | -20.6% | -5.2% |
| 6M | +7.0% | +35.2% | -28.2% | -1.6% |
| YTD | +46.1% | +17.9% | +28.3% | +40.3% |
| 1Y | +58.7% | +19.5% | +39.2% | +51.3% |
| 3Y | +221.9% | +73.9% | +148.0% | +163.0% |
| All | +221.9% | +69.5% | +152.4% | +163.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling