+1,128.9%
VRT vs TPG
+85.9%
+1,043.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.3% | +7.0% | +5.7% |
| 7D | +13.6% | -2.9% | +16.5% | +15.5% |
| 30D | +6.8% | +5.0% | +1.7% | +2.6% |
| 3M | -3.2% | +24.9% | -28.1% | -16.9% |
| 6M | +20.3% | +21.1% | -0.7% | +4.2% |
| YTD | +79.6% | -17.3% | +96.9% | +95.2% |
| 1Y | +139.0% | -9.8% | +148.8% | +140.5% |
| 3Y | +644.6% | +95.4% | +549.2% | +350.8% |
| All | +1,128.9% | +85.9% | +1,043.0% | +567.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling