+2,545.5%
VRT vs TRGP
+639.7%
+1,905.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.0% | -8.6% | -9.3% |
| 7D | +2.4% | -0.7% | +3.1% | +2.7% |
| 30D | -2.7% | +9.5% | -12.1% | -5.9% |
| 3M | -9.2% | +10.8% | -20.0% | -13.1% |
| 6M | -0.5% | +25.3% | -25.8% | -9.2% |
| YTD | +62.3% | +60.3% | +2.1% | +35.9% |
| 1Y | +109.6% | +84.6% | +25.0% | +65.7% |
| 3Y | +573.1% | +264.4% | +308.7% | +342.7% |
| 5Y | +953.6% | +636.6% | +317.1% | +465.0% |
| All | +2,545.5% | +639.7% | +1,905.8% | +743.1% |
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 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