+911.8%
VLO vs TRGP
+868.8%
+43.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +4.0% | -0.6% | +4.5% | +4.2% |
| 30D | +19.0% | +10.0% | +9.0% | +13.7% |
| 3M | +50.0% | +7.6% | +42.4% | +44.5% |
| 6M | +79.1% | +26.8% | +52.3% | +60.4% |
| YTD | +140.3% | +60.6% | +79.7% | +93.2% |
| 1Y | +148.3% | +82.5% | +65.9% | +87.8% |
| 3Y | +194.6% | +265.0% | -70.4% | +61.0% |
| 5Y | +609.6% | +645.9% | -36.3% | +188.7% |
| All | +911.8% | +868.8% | +43.0% | +205.6% |
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 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