+65.8%
VT vs TPG
+85.9%
-20.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | +0.4% |
| 7D | +1.0% | -2.9% | +3.9% | +1.8% |
| 30D | -0.2% | +5.0% | -5.3% | -1.7% |
| 3M | +4.5% | +24.9% | -20.4% | -2.0% |
| 6M | +14.1% | +21.1% | -7.0% | +7.4% |
| YTD | +14.8% | -17.3% | +32.0% | +19.3% |
| 1Y | +21.2% | -9.8% | +31.0% | +22.4% |
| 3Y | +76.6% | +95.4% | -18.8% | +36.5% |
| All | +65.8% | +85.9% | -20.1% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 5y: compounded portfolio wealth divided by compounded TPG 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…
5y analysis · Full analysis span regression · 6 months rolling