+1,735.6%
VGT vs TRGP
+2,265.4%
-529.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.4% |
| 7D | +1.8% | -0.6% | +2.4% | +1.9% |
| 30D | -0.3% | +14.6% | -14.9% | -2.8% |
| 3M | +3.4% | +11.9% | -8.6% | +0.9% |
| 6M | +35.0% | +25.3% | +9.7% | +28.8% |
| YTD | +28.8% | +61.9% | -33.1% | +17.2% |
| 1Y | +38.0% | +87.3% | -49.3% | +21.9% |
| 3Y | +125.8% | +268.0% | -142.2% | +76.3% |
| 5Y | +134.7% | +638.2% | -503.5% | +61.9% |
| 10Y | +792.6% | +821.9% | -29.3% | +428.4% |
| All | +1,735.6% | +2,265.4% | -529.8% | +593.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling