+1,024.4%
VRT vs TRGP
+631.5%
+392.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +2.8% |
| 7D | +13.6% | -0.6% | +14.2% | +14.0% |
| 30D | +6.8% | +14.6% | -7.8% | -2.0% |
| 3M | -3.2% | +11.9% | -15.2% | -10.9% |
| 6M | +20.3% | +25.3% | -4.9% | +2.3% |
| YTD | +79.6% | +61.9% | +17.7% | +29.6% |
| 1Y | +139.0% | +87.3% | +51.7% | +54.3% |
| 3Y | +644.6% | +268.0% | +376.6% | +259.7% |
| 5Y | +1,024.4% | +638.2% | +386.1% | +332.0% |
| All | +1,024.4% | +631.5% | +392.9% | +332.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling