+8.9%
TRU vs VYM
+9.6%
-0.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.1% |
| 7D | -2.7% | -0.8% | -1.9% | -1.7% |
| 30D | -2.0% | -2.2% | +0.2% | +1.0% |
| 3M | +18.4% | +3.1% | +15.4% | +14.1% |
| 6M | +8.9% | +9.7% | -0.9% | -4.9% |
| All | +8.9% | +9.6% | -0.7% | -4.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling