+2,010.2%
VRT vs TRGP
+655.3%
+1,354.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +5.3% | +2.6% | +6.1% |
| 7D | +18.6% | +9.0% | +9.6% | +15.1% |
| 30D | -11.7% | +1.5% | -13.2% | -11.8% |
| 3M | -27.3% | +10.7% | -38.0% | -29.8% |
| 6M | -42.9% | +17.1% | -60.0% | -46.2% |
| YTD | +29.5% | +63.6% | -34.1% | +8.0% |
| 1Y | +21.0% | +77.0% | -55.9% | -1.9% |
| 3Y | +403.1% | +273.2% | +130.0% | +230.4% |
| 5Y | +688.8% | +508.6% | +180.2% | +347.0% |
| All | +2,010.2% | +655.3% | +1,354.9% | +569.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling