+224.6%
VT vs TRGP
+826.3%
-601.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.5% |
| 7D | -0.7% | +2.4% | -3.1% | -1.1% |
| 30D | -1.7% | +0.8% | -2.6% | -2.1% |
| 3M | -2.3% | +10.4% | -12.7% | -4.3% |
| 6M | +1.5% | +16.3% | -14.7% | -1.9% |
| YTD | +12.0% | +61.1% | -49.1% | +1.7% |
| 1Y | +12.9% | +71.6% | -58.7% | +1.1% |
| 3Y | +74.9% | +267.5% | -192.5% | +34.8% |
| 5Y | +59.9% | +488.1% | -428.2% | +12.3% |
| 10Y | +224.6% | +803.8% | -579.1% | +93.4% |
| All | +224.6% | +826.3% | -601.7% | +93.4% |
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