+850.1%
TRGP vs VOO
+325.3%
+524.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.6% |
| 7D | +0.1% | -0.8% | +0.8% | +1.0% |
| 30D | +8.0% | -1.1% | +9.1% | +9.2% |
| 3M | +8.3% | +3.9% | +4.4% | +2.3% |
| 6M | +23.9% | +13.6% | +10.3% | +3.4% |
| YTD | +59.6% | +12.7% | +46.9% | +34.2% |
| 1Y | +79.4% | +17.6% | +61.9% | +42.2% |
| 3Y | +269.4% | +77.3% | +192.1% | +67.9% |
| 5Y | +641.6% | +84.1% | +557.5% | +213.9% |
| All | +850.1% | +325.3% | +524.9% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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