+2,233.0%
TRGP vs VO
+460.4%
+1,772.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.7% |
| 7D | +9.0% | +2.9% | +6.1% | +5.1% |
| 30D | +1.5% | +1.0% | +0.5% | 0.0% |
| 3M | +10.7% | -1.7% | +12.5% | +12.7% |
| 6M | +17.1% | +6.7% | +10.4% | +6.3% |
| YTD | +63.6% | +14.0% | +49.6% | +35.0% |
| 1Y | +77.0% | +13.7% | +63.3% | +46.3% |
| 3Y | +273.2% | +65.8% | +207.3% | +86.8% |
| 5Y | +508.6% | +36.6% | +472.0% | +289.4% |
| 10Y | +817.8% | +198.9% | +618.8% | +151.0% |
| All | +2,233.0% | +460.4% | +1,772.6% | +284.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling