+879.2%
VUG vs TRGP
+2,299.4%
-1,420.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.3% | -1.0% |
| 7D | +2.5% | +12.4% | -9.9% | +0.5% |
| 30D | -6.3% | +2.6% | -8.9% | -6.8% |
| 3M | -6.0% | +11.9% | -17.9% | -8.1% |
| 6M | -3.5% | +13.9% | -17.5% | -6.2% |
| YTD | +3.9% | +64.2% | -60.3% | -5.4% |
| 1Y | +5.1% | +78.5% | -73.4% | -5.8% |
| 3Y | +77.9% | +272.9% | -195.0% | +39.8% |
| 5Y | +62.4% | +510.7% | -448.3% | +16.8% |
| 10Y | +399.4% | +821.0% | -421.6% | +199.8% |
| All | +879.2% | +2,299.4% | -1,420.2% | +280.2% |
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