+123.4%
VRT vs TPG
-6.0%
+129.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.4% | +4.5% |
| 7D | +9.1% | -2.4% | +11.6% | +9.5% |
| 30D | +0.9% | +11.1% | -10.1% | -1.0% |
| 3M | -13.4% | +26.3% | -39.6% | -17.0% |
| 6M | +11.7% | +18.3% | -6.7% | +6.4% |
| YTD | +73.2% | -14.4% | +87.7% | +69.0% |
| 1Y | +123.4% | -6.7% | +130.1% | +120.6% |
| All | +123.4% | -6.0% | +129.4% | +120.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling