+384.5%
ALAB vs VYM
+47.1%
+337.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.6% | +5.1% |
| 7D | +9.6% | -1.0% | +10.6% | +11.8% |
| 30D | -5.3% | -2.0% | -3.2% | -1.3% |
| 3M | -12.0% | +3.1% | -15.1% | -17.4% |
| 6M | +145.7% | +8.9% | +136.8% | +108.1% |
| YTD | +80.7% | +14.7% | +65.9% | +38.4% |
| 1Y | +40.1% | +19.4% | +20.7% | -0.5% |
| All | +384.5% | +47.1% | +337.4% | +161.9% |
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 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