+69.5%
VG vs TRGP
+73.9%
-4.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.8% | +0.9% |
| 7D | +5.5% | +2.4% | +3.1% | +2.4% |
| 30D | -3.6% | +0.8% | -4.4% | -3.4% |
| 3M | -4.0% | +10.4% | -14.3% | -14.6% |
| 6M | +9.4% | +16.3% | -6.9% | -5.0% |
| YTD | +86.6% | +61.1% | +25.5% | +17.8% |
| 1Y | +69.5% | +71.6% | -2.1% | +3.4% |
| All | +69.5% | +73.9% | -4.4% | +3.4% |
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