+206.4%
VTR vs TRGP
+2,246.2%
-2,039.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -1.8% | -0.6% | -1.3% | -1.7% |
| 30D | +4.0% | +10.0% | -6.0% | +1.2% |
| 3M | +7.8% | +7.6% | +0.2% | +5.3% |
| 6M | +6.4% | +26.8% | -20.4% | -1.1% |
| YTD | +18.3% | +60.6% | -42.2% | +2.8% |
| 1Y | +33.9% | +82.5% | -48.5% | +11.8% |
| 3Y | +134.3% | +265.0% | -130.7% | +56.7% |
| 5Y | +90.3% | +645.9% | -555.6% | +1.5% |
| 10Y | +100.1% | +850.6% | -750.5% | -24.7% |
| All | +206.4% | +2,246.2% | -2,039.9% | -26.2% |
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