+2,723.0%
VRT vs TRGP
+636.4%
+2,086.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.5% | +4.8% |
| 7D | +9.1% | +0.8% | +8.3% | +8.8% |
| 30D | +0.9% | +11.5% | -10.6% | -3.2% |
| 3M | -13.4% | +9.0% | -22.4% | -16.6% |
| 6M | +11.7% | +20.5% | -8.8% | +3.3% |
| YTD | +73.2% | +59.5% | +13.7% | +45.2% |
| 1Y | +123.4% | +77.9% | +45.5% | +78.9% |
| 3Y | +606.2% | +253.6% | +352.6% | +368.7% |
| 5Y | +899.9% | +615.5% | +284.4% | +440.3% |
| All | +2,723.0% | +636.4% | +2,086.7% | +800.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling