+12.4%
VT vs TRGP
+60.7%
-48.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.4% | -0.8% | +2.7% |
| 7D | +0.4% | -7.2% | +7.5% | -0.1% |
| 30D | -2.6% | -4.2% | +1.6% | -2.8% |
| 3M | -3.2% | +7.0% | -10.2% | -2.7% |
| 6M | +0.9% | +11.2% | -10.3% | +1.3% |
| YTD | +11.3% | +51.1% | -39.8% | +9.5% |
| All | +12.4% | +60.7% | -48.3% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling