+302.0%
TRGP vs VLTO
+56.4%
+245.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +12.4% | +1.0% | +11.4% | +12.2% |
| 30D | +2.6% | +17.5% | -14.9% | -1.1% |
| 3M | +11.9% | +21.4% | -9.5% | +6.9% |
| 6M | +13.9% | +38.1% | -24.2% | +4.7% |
| YTD | +64.2% | +19.0% | +45.2% | +57.5% |
| 1Y | +78.5% | +20.7% | +57.8% | +70.1% |
| 3Y | +272.9% | +64.3% | +208.6% | +228.0% |
| All | +302.0% | +56.4% | +245.7% | +247.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling