+145.7%
VMC vs TRGP
+863.3%
-717.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | -3.8% | +0.1% | -3.8% | -3.8% |
| 30D | -9.7% | +8.0% | -17.7% | -11.6% |
| 3M | -9.6% | +8.3% | -17.9% | -11.9% |
| 6M | -4.8% | +23.9% | -28.7% | -10.8% |
| YTD | -10.9% | +59.6% | -70.5% | -21.8% |
| 1Y | -15.6% | +79.4% | -95.0% | -28.5% |
| 3Y | +19.3% | +269.4% | -250.1% | -17.9% |
| 5Y | +48.0% | +641.6% | -593.6% | -16.4% |
| All | +145.7% | +863.3% | -717.5% | +1.8% |
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 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