+103.5%
V vs TRGP
+451.9%
-348.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.3% |
| 7D | +0.6% | -5.8% | +6.4% | +1.7% |
| 30D | +9.7% | -1.5% | +11.2% | +9.7% |
| 3M | +17.3% | +6.1% | +11.2% | +15.2% |
| 6M | +33.2% | +14.4% | +18.8% | +28.2% |
| YTD | +21.3% | +55.3% | -34.0% | +8.2% |
| 1Y | +27.3% | +69.1% | -41.8% | +11.1% |
| 3Y | +76.1% | +254.3% | -178.2% | +23.2% |
| 5Y | +103.5% | +471.4% | -368.0% | +16.7% |
| All | +103.5% | +451.9% | -348.4% | +16.7% |
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