+271.5%
TRGP vs VSXY
+339.2%
-67.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.4% |
| 7D | -0.6% | -0.3% | -0.2% | -0.5% |
| 30D | +10.0% | -22.1% | +32.0% | +11.6% |
| 3M | +7.6% | -1.1% | +8.8% | +7.3% |
| 6M | +26.8% | +53.8% | -27.0% | +21.0% |
| YTD | +60.6% | +35.5% | +25.1% | +54.4% |
| 1Y | +82.5% | +186.0% | -103.5% | +61.9% |
| All | +271.5% | +339.2% | -67.6% | +205.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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