+33.4%
AG vs VYM
+21.8%
+11.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.2% | +7.9% | +5.6% |
| 7D | -2.6% | +1.2% | -3.7% | -5.5% |
| 30D | -12.1% | +5.2% | -17.3% | -23.9% |
| 3M | -6.6% | +0.5% | -7.1% | -7.7% |
| 6M | -20.5% | +7.7% | -28.2% | -34.9% |
| YTD | -7.4% | +17.2% | -24.6% | -37.9% |
| 1Y | +33.4% | +21.7% | +11.7% | -19.2% |
| All | +33.4% | +21.8% | +11.6% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling