+4.7%
ALC vs VYM
+21.8%
-17.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.2% | +5.6% | +5.5% |
| 7D | +10.7% | +1.2% | +9.6% | +9.4% |
| 30D | +20.2% | +5.2% | +14.9% | +14.2% |
| 3M | +8.9% | +0.5% | +8.4% | +8.4% |
| 6M | +5.7% | +7.7% | -2.0% | -2.3% |
| YTD | -1.4% | +17.2% | -18.6% | -17.0% |
| 1Y | +4.7% | +21.7% | -16.9% | -16.8% |
| All | +4.7% | +21.8% | -17.1% | -16.8% |
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