+545.5%
VTV vs TRGP
+2,242.0%
-1,696.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -0.7% | -0.7% | 0.0% | -0.5% |
| 30D | -0.5% | +9.5% | -9.9% | -2.2% |
| 3M | +5.3% | +10.8% | -5.5% | +3.1% |
| 6M | +12.9% | +25.3% | -12.5% | +7.9% |
| YTD | +18.5% | +60.3% | -41.8% | +8.3% |
| 1Y | +25.3% | +84.6% | -59.3% | +11.4% |
| 3Y | +68.2% | +264.4% | -196.2% | +31.3% |
| 5Y | +80.6% | +636.6% | -555.9% | +23.8% |
| 10Y | +232.9% | +848.9% | -616.0% | +95.2% |
| All | +545.5% | +2,242.0% | -1,696.4% | +148.6% |
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