+30.8%
VNQ vs TPG
+81.8%
-51.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.4% |
| 7D | -1.3% | -9.4% | +8.2% | +0.4% |
| 30D | -2.6% | -5.3% | +2.7% | -1.8% |
| 3M | -2.0% | +12.9% | -14.9% | -4.4% |
| 6M | +4.3% | +20.1% | -15.8% | +0.3% |
| YTD | +9.2% | -22.5% | +31.7% | +13.9% |
| 1Y | +5.6% | -19.7% | +25.3% | +9.0% |
| 3Y | +30.8% | +81.2% | -50.4% | -8.6% |
| All | +30.8% | +81.8% | -51.0% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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