+76.9%
VCIT vs TRGP
+2,291.1%
-2,214.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.7% |
| 7D | -1.4% | +9.0% | -10.4% | -1.5% |
| 30D | +0.8% | +1.5% | -0.7% | +0.8% |
| 3M | -1.7% | +10.7% | -12.5% | -1.9% |
| 6M | -2.1% | +17.1% | -19.2% | -2.3% |
| YTD | -2.0% | +63.6% | -65.6% | -2.8% |
| 1Y | -1.5% | +77.0% | -78.4% | -2.3% |
| 3Y | +19.0% | +273.2% | -254.2% | +16.5% |
| 5Y | +3.8% | +508.6% | -504.8% | +0.9% |
| 10Y | +30.6% | +817.8% | -787.1% | +23.9% |
| All | +76.9% | +2,291.1% | -2,214.2% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling