+34.5%
VTRS vs TPG
+74.1%
-39.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.4% |
| 7D | -2.2% | -9.4% | +7.2% | +0.3% |
| 30D | +3.3% | -5.3% | +8.6% | +4.5% |
| 3M | +2.0% | +12.9% | -10.9% | -1.9% |
| 6M | +19.9% | +20.1% | -0.1% | +12.9% |
| YTD | +35.7% | -22.5% | +58.2% | +43.3% |
| 1Y | +68.1% | -19.7% | +87.8% | +74.8% |
| 3Y | +87.1% | +81.2% | +5.9% | +43.4% |
| All | +34.5% | +74.1% | -39.6% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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