+111.1%
VSH vs TRGP
+822.5%
-711.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.6% | -4.3% |
| 7D | +14.3% | +12.4% | +2.0% | +10.5% |
| 30D | -7.9% | +2.6% | -10.5% | -8.5% |
| 3M | -19.9% | +11.9% | -31.7% | -22.7% |
| 6M | -30.5% | +13.9% | -44.4% | -33.8% |
| YTD | +85.7% | +64.2% | +21.5% | +57.3% |
| 1Y | +98.9% | +78.5% | +20.4% | +64.1% |
| 3Y | +32.1% | +272.9% | -240.8% | -13.1% |
| 5Y | +39.7% | +510.7% | -471.0% | -22.0% |
| All | +111.1% | +822.5% | -711.4% | -9.4% |
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 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