+986.2%
VRT vs TPG
+74.1%
+912.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +2.6% |
| 7D | -8.4% | -9.4% | +1.1% | -2.4% |
| 30D | -10.9% | -5.3% | -5.6% | -8.4% |
| 3M | -13.7% | +12.9% | -26.6% | -20.7% |
| 6M | -4.1% | +20.1% | -24.2% | -16.4% |
| YTD | +58.7% | -22.5% | +81.2% | +80.2% |
| 1Y | +89.6% | -19.7% | +109.3% | +106.9% |
| 3Y | +558.1% | +81.2% | +476.9% | +318.9% |
| All | +986.2% | +74.1% | +912.1% | +516.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling