+2,397.0%
VRT vs TRGP
+641.1%
+1,755.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | -7.7% | -0.6% | -7.1% | -7.5% |
| 30D | -12.0% | +10.0% | -21.9% | -15.0% |
| 3M | -11.7% | +7.6% | -19.3% | -14.5% |
| 6M | -8.1% | +26.8% | -34.9% | -16.4% |
| YTD | +53.2% | +60.6% | -7.3% | +28.2% |
| 1Y | +81.7% | +82.5% | -0.8% | +44.2% |
| 3Y | +535.3% | +265.0% | +270.3% | +317.6% |
| 5Y | +916.4% | +645.9% | +270.5% | +443.0% |
| All | +2,397.0% | +641.1% | +1,755.9% | +695.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling