+4.6%
ABNB vs VYM
+76.3%
-71.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -0.4% |
| 7D | -9.5% | -1.9% | -7.6% | -6.9% |
| 30D | -9.4% | -2.6% | -6.8% | -5.7% |
| 3M | +29.9% | +3.6% | +26.3% | +23.5% |
| 6M | +26.6% | +8.7% | +17.9% | +12.0% |
| YTD | +23.5% | +14.1% | +9.4% | +1.4% |
| 1Y | +35.8% | +17.8% | +18.0% | +6.1% |
| 3Y | +15.0% | +64.5% | -49.6% | -47.0% |
| All | +4.6% | +76.3% | -71.7% | -53.3% |
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 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