+636.6%
TRGP vs VRSN
+30.8%
+605.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.4% |
| 7D | -0.7% | -1.0% | +0.3% | -0.5% |
| 30D | +9.5% | -1.9% | +11.3% | +9.8% |
| 3M | +10.8% | +1.4% | +9.4% | +10.0% |
| 6M | +25.3% | +19.0% | +6.3% | +18.5% |
| YTD | +60.3% | +19.2% | +41.1% | +50.9% |
| 1Y | +84.6% | +1.7% | +82.9% | +82.7% |
| 3Y | +264.4% | +41.4% | +222.9% | +216.0% |
| 5Y | +636.6% | +31.7% | +604.9% | +551.4% |
| All | +636.6% | +30.8% | +605.8% | +551.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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