+70.1%
VT vs TRGP
+218.9%
-148.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.6% |
| 7D | -2.3% | -16.0% | +13.7% | +0.1% |
| 30D | -5.0% | -6.4% | +1.5% | -4.2% |
| 3M | -4.9% | -1.0% | -3.9% | -5.2% |
| 6M | -1.5% | +7.0% | -8.5% | -3.6% |
| YTD | +8.5% | +46.1% | -37.6% | -1.2% |
| 1Y | +11.4% | +58.7% | -47.3% | -0.6% |
| 3Y | +70.1% | +221.9% | -151.8% | +31.3% |
| All | +70.1% | +218.9% | -148.9% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling