+645.9%
TRGP vs VOO
+80.3%
+565.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | -0.6% | -2.0% | +1.4% | +1.1% |
| 30D | +10.0% | -1.7% | +11.6% | +11.4% |
| 3M | +7.6% | +4.7% | +2.9% | +2.7% |
| 6M | +26.8% | +12.6% | +14.2% | +12.7% |
| YTD | +60.6% | +11.8% | +48.8% | +43.3% |
| 1Y | +82.5% | +17.5% | +64.9% | +54.8% |
| 3Y | +265.0% | +77.0% | +188.0% | +110.1% |
| 5Y | +645.9% | +82.6% | +563.3% | +314.0% |
| All | +645.9% | +80.3% | +565.6% | +314.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling