+213.7%
VT vs TRGP
+757.5%
-543.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.7% |
| 7D | -2.3% | -16.0% | +13.7% | +0.7% |
| 30D | -5.0% | -6.4% | +1.5% | -4.0% |
| 3M | -4.9% | -1.0% | -3.9% | -5.1% |
| 6M | -1.5% | +7.0% | -8.5% | -3.4% |
| YTD | +8.5% | +46.1% | -37.6% | +0.2% |
| 1Y | +11.4% | +58.7% | -47.3% | +1.2% |
| 3Y | +70.1% | +221.9% | -151.8% | +34.2% |
| 5Y | +53.7% | +419.9% | -366.2% | +10.3% |
| All | +213.7% | +757.5% | -543.8% | +89.4% |
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 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