+77.8%
V vs TPG
+85.9%
-8.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.3% | +1.6% | -1.0% |
| 7D | -1.1% | -2.9% | +1.8% | -0.4% |
| 30D | +1.9% | +5.0% | -3.2% | +0.6% |
| 3M | +15.5% | +24.9% | -9.4% | +9.3% |
| 6M | +16.6% | +21.1% | -4.5% | +10.7% |
| YTD | +5.7% | -17.3% | +23.0% | +9.5% |
| 1Y | +8.6% | -9.8% | +18.4% | +9.5% |
| 3Y | +52.5% | +95.4% | -42.9% | +20.5% |
| All | +77.8% | +85.9% | -8.1% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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