+161.1%
VEA vs TRGP
+863.3%
-702.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.2% |
| 7D | -1.5% | +0.1% | -1.5% | -1.5% |
| 30D | -0.8% | +8.0% | -8.9% | -2.3% |
| 3M | +2.5% | +8.3% | -5.8% | +0.7% |
| 6M | +11.1% | +23.9% | -12.8% | +6.4% |
| YTD | +17.2% | +59.6% | -42.5% | +7.1% |
| 1Y | +24.5% | +79.4% | -54.9% | +11.1% |
| 3Y | +75.4% | +269.4% | -194.0% | +35.7% |
| 5Y | +61.1% | +641.6% | -580.6% | +9.5% |
| All | +161.1% | +863.3% | -702.2% | +51.4% |
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