+384.8%
V vs TRGP
+827.0%
-442.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | -0.2% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +1.9% | +9.5% | -7.6% | +0.1% |
| 3M | +13.2% | +10.8% | +2.4% | +10.7% |
| 6M | +16.7% | +25.3% | -8.6% | +11.2% |
| YTD | +5.4% | +60.3% | -54.9% | -4.4% |
| 1Y | +7.7% | +84.6% | -76.9% | -5.2% |
| 3Y | +52.0% | +264.4% | -212.4% | +15.9% |
| 5Y | +67.7% | +636.6% | -568.8% | +10.8% |
| 10Y | +384.8% | +848.9% | -464.2% | +168.2% |
| All | +384.8% | +827.0% | -442.2% | +168.2% |
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