+109.6%
VRT vs TRGP
+84.4%
+25.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.0% | -8.6% | -9.6% |
| 7D | +2.4% | -0.7% | +3.1% | +2.4% |
| 30D | -2.7% | +9.5% | -12.1% | -3.0% |
| 3M | -9.2% | +10.8% | -20.0% | -9.7% |
| 6M | -0.5% | +25.3% | -25.8% | -2.7% |
| YTD | +62.3% | +60.3% | +2.1% | +54.9% |
| 1Y | +109.6% | +84.6% | +25.0% | +102.7% |
| All | +109.6% | +84.4% | +25.2% | +102.7% |
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