+810.9%
TRGP vs VOO
+309.6%
+501.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.8% |
| 7D | +12.4% | +2.6% | +9.8% | +9.0% |
| 30D | +2.6% | -2.0% | +4.6% | +4.9% |
| 3M | +11.9% | -2.8% | +14.6% | +15.1% |
| 6M | +13.9% | +2.2% | +11.7% | +9.1% |
| YTD | +64.2% | +11.5% | +52.7% | +39.3% |
| 1Y | +78.5% | +13.5% | +65.0% | +47.8% |
| 3Y | +272.9% | +78.1% | +194.8% | +67.8% |
| 5Y | +510.7% | +73.1% | +437.6% | +182.0% |
| All | +810.9% | +309.6% | +501.3% | +52.0% |
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