+193.8%
VLO vs TRGP
+261.7%
-67.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.1% |
| 7D | +6.2% | -0.7% | +7.0% | +6.6% |
| 30D | +23.5% | +9.5% | +14.0% | +17.5% |
| 3M | +53.9% | +10.8% | +43.0% | +45.1% |
| 6M | +81.7% | +25.3% | +56.3% | +61.0% |
| YTD | +142.5% | +60.3% | +82.2% | +89.8% |
| 1Y | +145.4% | +84.6% | +60.9% | +77.8% |
| All | +193.8% | +261.7% | -67.9% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling