+58.6%
VT vs TRGP
+451.9%
-393.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.1% |
| 7D | -0.1% | -5.8% | +5.6% | +1.1% |
| 30D | -3.1% | -1.5% | -1.6% | -3.0% |
| 3M | -3.5% | +6.1% | -9.6% | -5.3% |
| 6M | +0.5% | +14.4% | -13.9% | -3.7% |
| YTD | +10.8% | +55.3% | -44.6% | -2.7% |
| 1Y | +11.9% | +69.1% | -57.2% | -4.1% |
| 3Y | +73.0% | +254.3% | -181.3% | +16.0% |
| 5Y | +58.6% | +471.4% | -412.8% | -10.8% |
| All | +58.6% | +451.9% | -393.3% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling