+126.7%
VSH vs TRGP
+2,299.4%
-2,172.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.6% | -4.3% |
| 7D | +14.3% | +12.4% | +2.0% | +10.8% |
| 30D | -7.9% | +2.6% | -10.5% | -8.4% |
| 3M | -19.9% | +11.9% | -31.7% | -22.5% |
| 6M | -30.5% | +13.9% | -44.4% | -33.6% |
| YTD | +85.7% | +64.2% | +21.5% | +59.3% |
| 1Y | +98.9% | +78.5% | +20.4% | +66.5% |
| 3Y | +32.1% | +272.9% | -240.8% | -10.4% |
| 5Y | +39.7% | +510.7% | -471.0% | -18.7% |
| 10Y | +117.6% | +821.0% | -703.4% | -5.1% |
| All | +126.7% | +2,299.4% | -2,172.7% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling