+850.1%
TRGP vs VTEB
+17.9%
+832.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.9% |
| 7D | +0.1% | -0.9% | +1.0% | +1.0% |
| 30D | +8.0% | -2.5% | +10.5% | +10.7% |
| 3M | +8.3% | -3.0% | +11.2% | +11.4% |
| 6M | +23.9% | -2.1% | +26.0% | +26.2% |
| YTD | +59.6% | -1.5% | +61.1% | +61.4% |
| 1Y | +79.4% | +0.2% | +79.3% | +78.1% |
| 3Y | +269.4% | +8.6% | +260.9% | +231.3% |
| 5Y | +641.6% | +1.2% | +640.5% | +625.8% |
| All | +850.1% | +17.9% | +832.3% | +1,068.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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