+643.9%
TRGP vs VO
+43.4%
+600.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +2.0% |
| 7D | -0.6% | +0.6% | -1.2% | -1.2% |
| 30D | +14.6% | -1.1% | +15.6% | +15.5% |
| 3M | +11.9% | +4.5% | +7.4% | +6.6% |
| 6M | +25.3% | +11.1% | +14.2% | +12.0% |
| YTD | +61.9% | +13.5% | +48.3% | +41.2% |
| 1Y | +87.3% | +14.5% | +72.8% | +61.9% |
| 3Y | +268.0% | +58.1% | +209.9% | +133.2% |
| All | +643.9% | +43.4% | +600.5% | +416.2% |
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