+301.1%
VST vs TRGP
+273.0%
+28.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.8% | -0.2% |
| 7D | +19.2% | +9.0% | +10.1% | +12.2% |
| 30D | -17.2% | +1.5% | -18.7% | -18.0% |
| 3M | -8.1% | +10.7% | -18.9% | -15.5% |
| 6M | -8.1% | +17.1% | -25.3% | -20.4% |
| YTD | -16.3% | +63.6% | -79.9% | -46.4% |
| 1Y | -24.1% | +77.0% | -101.1% | -55.3% |
| All | +301.1% | +273.0% | +28.2% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling