+855.6%
TRGP vs VO
+197.9%
+657.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.4% |
| 7D | -0.6% | -2.5% | +1.9% | +2.8% |
| 30D | +10.0% | -3.2% | +13.2% | +14.6% |
| 3M | +7.6% | +3.9% | +3.7% | +1.3% |
| 6M | +26.8% | +9.6% | +17.1% | +10.0% |
| YTD | +60.6% | +11.6% | +49.0% | +35.5% |
| 1Y | +82.5% | +12.6% | +69.9% | +51.8% |
| 3Y | +265.0% | +55.4% | +209.6% | +92.4% |
| 5Y | +645.9% | +41.8% | +604.1% | +339.5% |
| All | +855.6% | +197.9% | +657.7% | +161.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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