+131.9%
VGT vs TPG
+74.1%
+57.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.6% |
| 7D | -0.2% | -9.4% | +9.3% | +3.6% |
| 30D | -0.4% | -5.3% | +4.8% | +1.3% |
| 3M | +4.4% | +12.9% | -8.5% | -1.1% |
| 6M | +32.1% | +20.1% | +12.0% | +21.3% |
| YTD | +28.8% | -22.5% | +51.3% | +39.8% |
| 1Y | +35.3% | -19.7% | +55.0% | +43.9% |
| 3Y | +124.8% | +81.2% | +43.6% | +64.0% |
| All | +131.9% | +74.1% | +57.8% | +59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling