+455.4%
V vs TRGP
+793.1%
-337.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.1% |
| 7D | +0.8% | -5.8% | +6.6% | +1.8% |
| 30D | +9.9% | -1.5% | +11.4% | +10.0% |
| 3M | +17.5% | +6.1% | +11.4% | +15.7% |
| 6M | +33.5% | +14.4% | +19.1% | +29.2% |
| YTD | +21.6% | +55.3% | -33.8% | +10.6% |
| 1Y | +27.6% | +69.1% | -41.5% | +14.1% |
| 3Y | +76.4% | +254.3% | -177.9% | +34.9% |
| 5Y | +103.8% | +471.4% | -367.6% | +40.6% |
| All | +455.4% | +793.1% | -337.7% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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