+59.9%
VEA vs TRGP
+628.1%
-568.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.6% |
| 3M | +2.5% | +8.3% | -5.8% | +0.4% |
| 6M | +11.1% | +23.9% | -12.8% | +5.1% |
| YTD | +17.2% | +59.6% | -42.5% | +4.1% |
| 1Y | +24.5% | +79.4% | -54.9% | +7.1% |
| 3Y | +75.4% | +269.4% | -194.0% | +19.4% |
| All | +59.9% | +628.1% | -568.2% | -10.7% |
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