+30.6%
VCIT vs TRGP
+772.2%
-741.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.4% | 0.0% |
| 7D | +0.7% | -7.2% | +7.9% | +0.9% |
| 30D | +1.8% | -4.2% | +6.0% | +1.9% |
| 3M | -1.6% | +7.0% | -8.5% | -1.7% |
| 6M | -2.1% | +11.2% | -13.3% | -2.4% |
| YTD | -1.6% | +51.1% | -52.7% | -2.6% |
| 1Y | -0.8% | +62.0% | -62.8% | -2.0% |
| 3Y | +19.9% | +248.2% | -228.3% | +16.1% |
| 5Y | +3.3% | +432.4% | -429.1% | -1.2% |
| 10Y | +30.6% | +739.5% | -708.9% | +20.0% |
| All | +30.6% | +772.2% | -741.6% | +20.0% |
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