+488.1%
TRGP vs VO
+38.8%
+449.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.5% | +2.6% |
| 7D | +2.4% | +0.2% | +2.2% | +2.3% |
| 30D | +0.8% | +2.0% | -1.2% | -1.1% |
| 3M | +10.4% | -0.3% | +10.6% | +10.4% |
| 6M | +16.3% | +7.3% | +9.0% | +7.9% |
| YTD | +61.1% | +15.0% | +46.1% | +38.9% |
| 1Y | +71.6% | +14.7% | +56.9% | +48.2% |
| 3Y | +267.5% | +67.3% | +200.2% | +121.3% |
| 5Y | +488.1% | +38.8% | +449.3% | +316.9% |
| All | +488.1% | +38.8% | +449.3% | +316.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling