+69.6%
V vs TRGP
+627.0%
-557.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -3.0% | -0.6% | -2.5% | -2.9% |
| 30D | +1.2% | +10.0% | -8.8% | -0.9% |
| 3M | +13.9% | +7.6% | +6.3% | +11.7% |
| 6M | +17.2% | +26.8% | -9.5% | +10.4% |
| YTD | +5.3% | +60.6% | -55.2% | -6.5% |
| 1Y | +9.5% | +82.5% | -73.0% | -6.2% |
| 3Y | +51.9% | +265.0% | -213.1% | +5.6% |
| 5Y | +69.6% | +645.9% | -576.3% | -6.5% |
| All | +69.6% | +627.0% | -557.4% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling