-44.1%
VG vs TRGP
+46.9%
-91.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.5% | +3.2% | +2.9% |
| 7D | +15.1% | +9.0% | +6.1% | +4.1% |
| 30D | -4.2% | +1.5% | -5.7% | -5.0% |
| 3M | -3.1% | +10.7% | -13.8% | -13.5% |
| 6M | +0.3% | +17.1% | -16.8% | -14.1% |
| YTD | +95.5% | +63.6% | +31.9% | +17.1% |
| 1Y | +64.4% | +77.0% | -12.5% | -9.6% |
| All | -44.1% | +46.9% | -91.0% | -61.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling