+175.8%
VSH vs TRGP
+868.8%
-693.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +3.1% | -0.6% | +3.6% | +3.2% |
| 30D | -5.7% | +10.0% | -15.7% | -8.7% |
| 3M | -42.5% | +7.6% | -50.1% | -44.2% |
| 6M | +82.7% | +26.8% | +55.9% | +68.0% |
| YTD | +118.2% | +60.6% | +57.7% | +86.1% |
| 1Y | +109.7% | +82.5% | +27.2% | +70.9% |
| 3Y | +35.3% | +265.0% | -229.7% | -10.6% |
| 5Y | +65.6% | +645.9% | -580.3% | -12.8% |
| All | +175.8% | +868.8% | -693.0% | +14.9% |
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