+77.6%
VCIT vs TRGP
+2,035.2%
-1,957.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.5% | -0.1% |
| 7D | +0.1% | -16.0% | +16.1% | +0.3% |
| 30D | +1.9% | -6.4% | +8.4% | +2.0% |
| 3M | -1.4% | -1.0% | -0.5% | -1.5% |
| 6M | -2.1% | +7.0% | -9.1% | -2.3% |
| YTD | -1.6% | +46.1% | -47.7% | -2.2% |
| 1Y | -0.9% | +58.7% | -59.6% | -1.6% |
| 3Y | +20.0% | +221.9% | -201.9% | +17.8% |
| 5Y | +3.1% | +419.9% | -416.7% | +0.5% |
| 10Y | +28.7% | +769.8% | -741.1% | +22.3% |
| All | +77.6% | +2,035.2% | -1,957.6% | +67.2% |
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