+230.6%
VEA vs TRGP
+2,242.0%
-2,011.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +0.3% | -0.7% | +1.0% | +0.4% |
| 30D | +0.4% | +9.5% | -9.0% | -1.3% |
| 3M | +4.8% | +10.8% | -6.0% | +2.5% |
| 6M | +11.3% | +25.3% | -14.1% | +6.2% |
| YTD | +17.4% | +60.3% | -42.9% | +7.0% |
| 1Y | +26.2% | +84.6% | -58.4% | +11.8% |
| 3Y | +77.7% | +264.4% | -186.6% | +37.3% |
| 5Y | +60.9% | +636.6% | -575.7% | +8.5% |
| 10Y | +163.6% | +848.9% | -685.3% | +48.5% |
| All | +230.6% | +2,242.0% | -2,011.4% | +8.5% |
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