+1,611.9%
BE vs VYM
+64.0%
+1,547.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -2.7% |
| 7D | +9.7% | -1.9% | +11.6% | +14.9% |
| 30D | +22.4% | -2.6% | +25.0% | +30.7% |
| 3M | +10.4% | +3.6% | +6.8% | +0.6% |
| 6M | +67.9% | +8.7% | +59.2% | +38.4% |
| YTD | +197.5% | +14.1% | +183.4% | +120.7% |
| 1Y | +310.6% | +17.8% | +292.7% | +188.0% |
| All | +1,611.9% | +64.0% | +1,547.9% | +341.6% |
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