+26.0%
V vs TRGP
+67.7%
-41.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.6% |
| 7D | +0.8% | -5.8% | +6.6% | +0.3% |
| 30D | +9.9% | -1.5% | +11.4% | +9.6% |
| 3M | +17.5% | +6.1% | +11.4% | +17.7% |
| 6M | +33.5% | +14.4% | +19.1% | +34.2% |
| YTD | +21.6% | +55.3% | -33.8% | +27.1% |
| All | +26.0% | +67.7% | -41.7% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling