+620.9%
TRGP vs VYM
+77.5%
+543.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -1.4% |
| 7D | +0.1% | -0.8% | +0.9% | +1.1% |
| 30D | +8.0% | -2.2% | +10.3% | +11.1% |
| 3M | +8.3% | +3.1% | +5.2% | +3.6% |
| 6M | +23.9% | +9.7% | +14.2% | +8.6% |
| YTD | +59.6% | +14.9% | +44.7% | +31.1% |
| 1Y | +79.4% | +17.6% | +61.9% | +42.8% |
| 3Y | +269.4% | +65.3% | +204.1% | +83.3% |
| All | +620.9% | +77.5% | +543.4% | +226.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling