+69.7%
VT vs TRGP
+227.6%
-158.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.6% | +0.6% | -3.4% |
| 7D | -4.2% | -12.6% | +8.5% | -2.4% |
| 30D | -5.8% | -4.5% | -1.3% | -5.3% |
| 3M | -5.2% | +4.9% | -10.2% | -6.4% |
| 6M | +0.1% | +5.6% | -5.4% | -1.6% |
| YTD | +8.2% | +50.1% | -41.9% | -1.8% |
| 1Y | +10.1% | +70.2% | -60.1% | -3.1% |
| All | +69.7% | +227.6% | -158.0% | +30.5% |
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