-38.0%
VG vs TPG
-21.1%
-16.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.3% | +5.5% | +3.3% |
| 7D | -2.5% | -2.9% | +0.3% | -1.6% |
| 30D | +11.1% | +5.0% | +6.0% | +8.4% |
| 3M | +14.9% | +24.9% | -10.0% | +3.0% |
| 6M | +18.4% | +21.1% | -2.7% | +6.0% |
| YTD | +116.6% | -17.3% | +133.8% | +145.5% |
| 1Y | +9.4% | -9.8% | +19.2% | +15.4% |
| All | -38.0% | -21.1% | -16.9% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 5y: compounded portfolio wealth divided by compounded TPG 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…
5y analysis · Full analysis span regression · 6 months rolling