+807.8%
TRGP vs VT
+222.7%
+585.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +2.4% |
| 7D | +9.0% | +2.9% | +6.1% | +4.9% |
| 30D | +1.5% | -2.5% | +4.0% | +4.7% |
| 3M | +10.7% | -3.3% | +14.1% | +15.0% |
| 6M | +17.1% | +1.5% | +15.6% | +12.1% |
| YTD | +63.6% | +11.4% | +52.3% | +34.9% |
| 1Y | +77.0% | +11.9% | +65.1% | +44.6% |
| 3Y | +273.2% | +73.9% | +199.3% | +54.8% |
| 5Y | +508.6% | +57.9% | +450.7% | +192.8% |
| All | +807.8% | +222.7% | +585.1% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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