+55.6%
VFC vs TRGP
+89.5%
-34.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.5% | +9.0% | +3.3% |
| 7D | +21.5% | -6.5% | +27.9% | +19.6% |
| 30D | +46.7% | -0.4% | +47.1% | +46.4% |
| 3M | +38.4% | +8.8% | +29.6% | +40.7% |
| 6M | +15.2% | +11.0% | +4.2% | +17.1% |
| YTD | +17.8% | +57.4% | -39.6% | +10.4% |
| 1Y | +55.6% | +87.9% | -32.3% | +33.4% |
| All | +55.6% | +89.5% | -34.0% | +33.4% |
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 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