+2,185.1%
TRGP vs VYM
+530.5%
+1,654.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.2% |
| 7D | -0.7% | -1.0% | +0.3% | +0.7% |
| 30D | +9.5% | -2.0% | +11.5% | +12.7% |
| 3M | +10.8% | +3.1% | +7.8% | +5.3% |
| 6M | +25.3% | +8.9% | +16.4% | +9.1% |
| YTD | +60.3% | +14.7% | +45.5% | +28.7% |
| 1Y | +84.6% | +19.4% | +65.1% | +39.4% |
| 3Y | +264.4% | +65.4% | +199.0% | +67.4% |
| 5Y | +636.6% | +77.6% | +559.0% | +207.4% |
| 10Y | +848.9% | +207.8% | +641.1% | +112.6% |
| All | +2,185.1% | +530.5% | +1,654.6% | +116.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling