+67.8%
VTV vs TRGP
+260.3%
-192.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -1.0% | +8.0% | -9.1% | -2.6% |
| 3M | +4.6% | +8.3% | -3.6% | +2.7% |
| 6M | +13.5% | +23.9% | -10.4% | +7.9% |
| YTD | +18.5% | +59.6% | -41.1% | +6.2% |
| 1Y | +22.9% | +79.4% | -56.5% | +6.8% |
| 3Y | +67.8% | +269.4% | -201.6% | +23.4% |
| All | +67.8% | +260.3% | -192.5% | +23.4% |
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