+359.3%
VT vs TRGP
+2,093.5%
-1,734.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.6% | +0.6% | -3.3% |
| 7D | -4.2% | -12.6% | +8.5% | -1.9% |
| 30D | -5.8% | -4.5% | -1.3% | -5.2% |
| 3M | -5.2% | +4.9% | -10.2% | -6.4% |
| 6M | +0.1% | +5.6% | -5.4% | -1.5% |
| YTD | +8.2% | +50.1% | -41.9% | -0.4% |
| 1Y | +10.1% | +70.2% | -60.1% | -1.1% |
| 3Y | +69.7% | +228.5% | -158.8% | +33.8% |
| 5Y | +53.4% | +434.1% | -380.7% | +9.8% |
| 10Y | +219.2% | +793.6% | -574.3% | +84.0% |
| All | +359.3% | +2,093.5% | -1,734.2% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling