+454.4%
VLO vs TRGP
+491.3%
-36.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.7% | 0.0% | +1.4% |
| 7D | -0.4% | +2.4% | -2.8% | -2.0% |
| 30D | -16.6% | +0.8% | -17.4% | -17.1% |
| 3M | +12.3% | +10.4% | +1.9% | +5.0% |
| 6M | +47.8% | +16.3% | +31.6% | +33.2% |
| YTD | +126.7% | +61.1% | +65.6% | +66.0% |
| 1Y | +105.4% | +71.6% | +33.8% | +44.1% |
| 3Y | +222.0% | +267.5% | -45.5% | +25.3% |
| All | +454.4% | +491.3% | -36.8% | +38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling