-8.2%
VFC vs TRGP
+80.7%
-88.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.5% | +2.3% |
| 7D | -1.6% | +0.8% | -2.4% | -1.6% |
| 30D | -11.6% | +11.5% | -23.1% | -11.1% |
| 3M | -18.1% | +9.0% | -27.1% | -17.9% |
| 6M | -27.4% | +20.5% | -47.9% | -28.9% |
| YTD | -24.8% | +59.5% | -84.4% | -34.1% |
| 1Y | -8.2% | +77.9% | -86.1% | -24.9% |
| All | -8.2% | +80.7% | -88.9% | -24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling