+2,040.3%
TRGP vs VT
+352.8%
+1,687.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.6% | +0.6% |
| 7D | -12.6% | -4.2% | -8.5% | -7.9% |
| 30D | -4.5% | -5.8% | +1.3% | +2.8% |
| 3M | +4.9% | -5.2% | +10.2% | +11.5% |
| 6M | +5.6% | +0.1% | +5.4% | +2.9% |
| YTD | +50.1% | +8.2% | +41.9% | +30.2% |
| 1Y | +70.2% | +10.1% | +60.1% | +43.8% |
| 3Y | +228.5% | +69.7% | +158.8% | +52.0% |
| 5Y | +434.1% | +53.4% | +380.7% | +183.1% |
| 10Y | +793.6% | +219.2% | +574.3% | +113.7% |
| All | +2,040.3% | +352.8% | +1,687.4% | +282.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling