+290.6%
TRGP vs VLTO
+27.2%
+263.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.8% |
| 7D | +0.8% | -2.3% | +3.1% | +1.3% |
| 30D | +11.5% | -0.9% | +12.4% | +11.7% |
| 3M | +9.0% | +13.8% | -4.8% | +4.6% |
| 6M | +20.5% | +2.0% | +18.5% | +19.6% |
| YTD | +59.5% | -3.2% | +62.7% | +60.5% |
| 1Y | +77.9% | -9.2% | +87.1% | +83.2% |
| All | +290.6% | +27.2% | +263.4% | +254.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling