+221.8%
VT vs TRGP
+822.5%
-600.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +2.4% | +12.4% | -10.0% | +0.2% |
| 30D | -1.5% | +2.6% | -4.1% | -2.1% |
| 3M | -4.1% | +11.9% | -16.0% | -6.3% |
| 6M | +0.6% | +13.9% | -13.4% | -2.4% |
| YTD | +11.0% | +64.2% | -53.2% | +0.4% |
| 1Y | +13.3% | +78.5% | -65.2% | +0.8% |
| 3Y | +73.4% | +272.9% | -199.5% | +33.3% |
| 5Y | +57.4% | +510.7% | -453.3% | +9.8% |
| All | +221.8% | +822.5% | -600.7% | +91.1% |
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