+87.1%
VTRS vs TRGP
+260.3%
-173.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +3.3% | +8.0% | -4.7% | +2.1% |
| 3M | +2.0% | +8.3% | -6.3% | +0.5% |
| 6M | +19.9% | +23.9% | -4.0% | +14.9% |
| YTD | +35.7% | +59.6% | -23.9% | +23.2% |
| 1Y | +68.1% | +79.4% | -11.3% | +48.7% |
| 3Y | +87.1% | +269.4% | -182.4% | +43.0% |
| All | +87.1% | +260.3% | -173.2% | +43.0% |
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