+800.0%
VGT vs TRGP
+863.3%
-63.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.3% |
| 7D | -0.2% | +0.1% | -0.2% | -0.2% |
| 30D | -0.4% | +8.0% | -8.5% | -2.0% |
| 3M | +4.4% | +8.3% | -3.8% | +2.5% |
| 6M | +32.1% | +23.9% | +8.2% | +26.0% |
| YTD | +28.8% | +59.6% | -30.9% | +16.8% |
| 1Y | +35.3% | +79.4% | -44.1% | +19.7% |
| 3Y | +124.8% | +269.4% | -144.7% | +73.2% |
| 5Y | +137.9% | +641.6% | -503.7% | +61.7% |
| All | +800.0% | +863.3% | -63.3% | +450.2% |
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