+123.4%
VRT vs TRGP
+80.7%
+42.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.5% | +4.4% |
| 7D | +9.1% | +0.8% | +8.3% | +9.1% |
| 30D | +0.9% | +11.5% | -10.6% | +0.4% |
| 3M | -13.4% | +9.0% | -22.4% | -13.8% |
| 6M | +11.7% | +20.5% | -8.8% | +9.6% |
| YTD | +73.2% | +59.5% | +13.7% | +63.8% |
| 1Y | +123.4% | +77.9% | +45.5% | +111.1% |
| All | +123.4% | +80.7% | +42.7% | +111.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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