+102.6%
BB vs VYM
+21.4%
+81.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | -11.8% | -0.5% | -11.3% | -11.2% |
| 3M | -25.5% | +3.0% | -28.6% | -28.2% |
| 6M | +121.3% | +8.2% | +113.0% | +102.2% |
| YTD | +103.2% | +15.8% | +87.4% | +76.3% |
| 1Y | +102.6% | +20.8% | +81.8% | +72.1% |
| All | +102.6% | +21.4% | +81.2% | +72.1% |
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