+68.4%
VSH vs TPG
+74.1%
-5.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.4% |
| 7D | +4.8% | -9.4% | +14.2% | +9.6% |
| 30D | -0.7% | -5.3% | +4.6% | +1.1% |
| 3M | -43.1% | +12.9% | -56.0% | -46.7% |
| 6M | +91.8% | +20.1% | +71.7% | +73.1% |
| YTD | +131.6% | -22.5% | +154.1% | +155.8% |
| 1Y | +118.1% | -19.7% | +137.8% | +135.9% |
| 3Y | +40.9% | +81.2% | -40.3% | +7.9% |
| All | +68.4% | +74.1% | -5.7% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling