+535.3%
VRT vs TPG
+78.9%
+456.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.6% | -3.2% |
| 7D | -7.7% | -11.8% | +4.1% | -0.4% |
| 30D | -12.0% | -6.3% | -5.7% | -9.1% |
| 3M | -11.7% | +13.6% | -25.2% | -19.0% |
| 6M | -8.1% | +13.8% | -21.9% | -17.0% |
| YTD | +53.2% | -23.7% | +77.0% | +77.2% |
| 1Y | +81.7% | -18.2% | +99.8% | +95.5% |
| All | +535.3% | +78.9% | +456.4% | +323.4% |
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