+425.8%
VRTX vs TRGP
+868.8%
-443.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -7.8% | -0.6% | -7.2% | -7.7% |
| 30D | -2.8% | +10.0% | -12.8% | -3.8% |
| 3M | +18.1% | +7.6% | +10.5% | +17.0% |
| 6M | +3.1% | +26.8% | -23.7% | +0.2% |
| YTD | +13.5% | +60.6% | -47.1% | +7.6% |
| 1Y | +32.4% | +82.5% | -50.0% | +23.6% |
| 3Y | +50.0% | +265.0% | -215.0% | +28.6% |
| 5Y | +172.9% | +645.9% | -473.0% | +115.1% |
| All | +425.8% | +868.8% | -443.0% | +299.6% |
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