+120.6%
VLO vs TRGP
+89.5%
+31.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.5% | -1.2% | -3.2% |
| 7D | -6.0% | -6.5% | +0.5% | -2.4% |
| 30D | -12.9% | -0.4% | -12.4% | -12.4% |
| 3M | +18.3% | +8.8% | +9.5% | +13.0% |
| 6M | +46.4% | +11.0% | +35.4% | +38.2% |
| YTD | +127.7% | +57.4% | +70.4% | +86.6% |
| 1Y | +120.6% | +87.9% | +32.8% | +67.3% |
| All | +120.6% | +89.5% | +31.1% | +67.3% |
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