+484.0%
V vs TRGP
+822.5%
-338.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +0.9% | +1.2% |
| 7D | +0.9% | +12.4% | -11.5% | -1.3% |
| 30D | +9.0% | +2.6% | +6.4% | +8.2% |
| 3M | +16.7% | +11.9% | +4.9% | +13.8% |
| 6M | +33.4% | +13.9% | +19.5% | +29.3% |
| YTD | +22.4% | +64.2% | -41.8% | +10.2% |
| 1Y | +27.7% | +78.5% | -50.8% | +13.0% |
| 3Y | +78.0% | +272.9% | -194.9% | +34.8% |
| 5Y | +108.5% | +510.7% | -402.2% | +42.0% |
| All | +484.0% | +822.5% | -338.5% | +223.8% |
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