+65.2%
ALAB vs VYM
+21.4%
+43.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.4% | +10.2% | +10.6% |
| 7D | +7.2% | 0.0% | +7.2% | +7.2% |
| 30D | -2.5% | -0.5% | -2.0% | -1.5% |
| 3M | -13.3% | +3.0% | -16.3% | -18.7% |
| 6M | +172.8% | +8.2% | +164.6% | +127.5% |
| YTD | +86.6% | +15.8% | +70.8% | +42.2% |
| 1Y | +65.2% | +20.8% | +44.3% | +22.3% |
| All | +65.2% | +21.4% | +43.7% | +22.3% |
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 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