+0.7%
VFC vs TRGP
+2,231.3%
-2,230.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.5% | +2.6% |
| 7D | -1.6% | +0.8% | -2.4% | -1.8% |
| 30D | -11.6% | +11.5% | -23.1% | -14.0% |
| 3M | -18.1% | +9.0% | -27.1% | -20.3% |
| 6M | -27.4% | +20.5% | -47.9% | -31.2% |
| YTD | -24.8% | +59.5% | -84.4% | -33.5% |
| 1Y | -8.2% | +77.9% | -86.1% | -20.9% |
| 3Y | -29.1% | +253.6% | -282.7% | -47.4% |
| 5Y | -79.2% | +615.5% | -694.6% | -86.7% |
| 10Y | -68.1% | +897.1% | -965.2% | -83.3% |
| All | +0.7% | +2,231.3% | -2,230.6% | -65.7% |
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 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