-13.0%
VFC vs TRGP
+82.5%
-95.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +4.9% | +4.3% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | -9.0% | +8.0% | -17.0% | -8.6% |
| 3M | -24.2% | +8.3% | -32.4% | -23.9% |
| 6M | -18.5% | +23.9% | -42.4% | -21.3% |
| YTD | -25.9% | +59.6% | -85.5% | -35.6% |
| 1Y | -13.0% | +79.4% | -92.4% | -30.0% |
| All | -13.0% | +82.5% | -95.4% | -30.0% |
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