+145.0%
TRV vs VYM
+65.1%
+80.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.6% |
| 7D | +1.9% | -0.8% | +2.7% | +2.5% |
| 30D | +1.7% | -2.2% | +4.0% | +3.4% |
| 3M | +23.9% | +3.1% | +20.8% | +21.1% |
| 6M | +26.3% | +9.7% | +16.6% | +17.6% |
| YTD | +30.8% | +14.9% | +15.9% | +17.3% |
| 1Y | +36.3% | +17.6% | +18.8% | +19.8% |
| 3Y | +145.0% | +65.3% | +79.7% | +70.7% |
| All | +145.0% | +65.1% | +80.0% | +70.7% |
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