+620.9%
TRGP vs VTEB
+1.2%
+619.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.6% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | +8.0% | -2.5% | +10.5% | +8.2% |
| 3M | +8.3% | -3.0% | +11.2% | +8.6% |
| 6M | +23.9% | -2.1% | +26.0% | +24.0% |
| YTD | +59.6% | -1.5% | +61.1% | +59.4% |
| 1Y | +79.4% | +0.2% | +79.3% | +78.0% |
| 3Y | +269.4% | +8.6% | +260.9% | +243.7% |
| All | +620.9% | +1.2% | +619.7% | +463.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling