+2,174.7%
TRGP vs VT
+382.6%
+1,792.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.8% | +0.4% | +0.3% | +0.1% |
| 30D | +11.5% | +1.0% | +10.5% | +9.8% |
| 3M | +9.0% | +2.4% | +6.6% | +4.3% |
| 6M | +20.5% | +12.0% | +8.5% | +1.0% |
| YTD | +59.5% | +15.3% | +44.2% | +28.1% |
| 1Y | +77.9% | +22.6% | +55.3% | +31.1% |
| 3Y | +253.6% | +74.7% | +178.9% | +58.8% |
| 5Y | +615.5% | +66.1% | +549.3% | +243.1% |
| 10Y | +897.1% | +225.0% | +672.1% | +133.1% |
| All | +2,174.7% | +382.6% | +1,792.1% | +276.2% |
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