+736.1%
TRGP vs VTEB
+25.1%
+711.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.8% |
| 7D | -0.6% | -1.2% | +0.7% | +0.5% |
| 30D | +10.0% | -2.9% | +12.8% | +12.6% |
| 3M | +7.6% | -3.2% | +10.8% | +10.4% |
| 6M | +26.8% | -2.6% | +29.4% | +29.4% |
| YTD | +60.6% | -1.8% | +62.4% | +62.6% |
| 1Y | +82.5% | +0.2% | +82.3% | +81.2% |
| 3Y | +265.0% | +8.2% | +256.8% | +233.2% |
| 5Y | +645.9% | +0.8% | +645.0% | +632.8% |
| 10Y | +850.6% | +17.7% | +833.0% | +1,096.3% |
| All | +736.1% | +25.1% | +711.0% | +1,332.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling