+409.6%
VUG vs TRGP
+868.8%
-459.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -1.9% | -0.6% | -1.3% | -1.8% |
| 30D | -1.6% | +10.0% | -11.5% | -3.3% |
| 3M | +4.4% | +7.6% | -3.2% | +2.7% |
| 6M | +13.2% | +26.8% | -13.6% | +7.9% |
| YTD | +7.5% | +60.6% | -53.1% | -1.9% |
| 1Y | +12.5% | +82.5% | -70.0% | 0.0% |
| 3Y | +86.0% | +265.0% | -179.1% | +45.8% |
| 5Y | +76.5% | +645.9% | -569.4% | +22.6% |
| All | +409.6% | +868.8% | -459.2% | +216.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling