+1,002.6%
VST vs TRGP
+719.0%
+283.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.7% | +13.2% | +11.4% |
| 7D | -9.8% | -16.0% | +6.2% | -4.8% |
| 30D | -25.1% | -6.4% | -18.7% | -23.6% |
| 3M | -11.6% | -1.0% | -10.6% | -11.7% |
| 6M | -20.9% | +7.0% | -27.9% | -23.2% |
| YTD | -22.3% | +46.1% | -68.4% | -31.8% |
| 1Y | -32.0% | +58.7% | -90.7% | -42.0% |
| 3Y | +262.4% | +221.9% | +40.5% | +163.5% |
| 5Y | +563.4% | +419.9% | +143.5% | +324.3% |
| 10Y | +1,120.7% | +769.8% | +350.9% | +532.2% |
| All | +1,002.6% | +719.0% | +283.5% | +453.4% |
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 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