+118.1%
VSH vs TPG
-16.9%
+135.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.6% |
| 7D | +4.8% | -9.4% | +14.2% | +8.3% |
| 30D | -0.7% | -5.3% | +4.6% | +0.5% |
| 3M | -43.1% | +12.9% | -56.0% | -45.9% |
| 6M | +91.8% | +20.1% | +71.7% | +76.6% |
| YTD | +131.6% | -22.5% | +154.1% | +158.9% |
| 1Y | +118.1% | -19.7% | +137.8% | +136.0% |
| All | +118.1% | -16.9% | +135.0% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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