+269.4%
TRGP vs VYM
+65.1%
+204.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -1.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.9% |
| 30D | +8.0% | -2.2% | +10.3% | +10.7% |
| 3M | +8.3% | +3.1% | +5.2% | +4.2% |
| 6M | +23.9% | +9.7% | +14.2% | +10.2% |
| YTD | +59.6% | +14.9% | +44.7% | +33.7% |
| 1Y | +79.4% | +17.6% | +61.9% | +46.0% |
| 3Y | +269.4% | +65.3% | +204.1% | +107.3% |
| All | +269.4% | +65.1% | +204.4% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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