+51.8%
VG vs TRGP
+89.5%
-37.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.5% | -3.2% | -2.6% |
| 7D | -16.4% | -6.5% | -9.9% | -9.1% |
| 30D | -10.8% | -0.4% | -10.3% | -9.0% |
| 3M | -6.3% | +8.8% | -15.1% | -13.5% |
| 6M | -12.5% | +11.0% | -23.5% | -18.1% |
| YTD | +76.9% | +57.4% | +19.5% | +37.2% |
| 1Y | +51.8% | +87.9% | -36.1% | +24.7% |
| All | +51.8% | +89.5% | -37.8% | +24.7% |
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 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