+272.9%
TRGP vs VOO
+78.5%
+194.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +12.4% | +2.6% | +9.8% | +10.5% |
| 30D | +2.6% | -2.0% | +4.6% | +3.9% |
| 3M | +11.9% | -2.8% | +14.6% | +13.7% |
| 6M | +13.9% | +2.2% | +11.7% | +11.2% |
| YTD | +64.2% | +11.5% | +52.7% | +48.3% |
| 1Y | +78.5% | +13.5% | +65.0% | +58.4% |
| 3Y | +272.9% | +78.1% | +194.8% | +131.4% |
| All | +272.9% | +78.5% | +194.4% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling