+112.0%
VSH vs TRGP
+80.7%
+31.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.4% |
| 7D | +4.1% | +0.8% | +3.3% | +4.1% |
| 30D | -4.2% | +11.5% | -15.7% | -4.4% |
| 3M | -50.0% | +9.0% | -59.0% | -49.9% |
| 6M | +80.2% | +20.5% | +59.7% | +77.8% |
| YTD | +121.1% | +59.5% | +61.6% | +111.2% |
| 1Y | +112.0% | +77.9% | +34.1% | +104.4% |
| All | +112.0% | +80.7% | +31.3% | +104.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling