+1,264.4%
BE vs VYM
+77.5%
+1,186.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +5.2% |
| 7D | +9.0% | -0.8% | +9.8% | +11.1% |
| 30D | +16.3% | -2.2% | +18.5% | +22.4% |
| 3M | +10.8% | +3.1% | +7.7% | +3.2% |
| 6M | +73.2% | +9.7% | +63.5% | +42.9% |
| YTD | +217.4% | +14.9% | +202.5% | +139.1% |
| 1Y | +309.8% | +17.6% | +292.2% | +198.5% |
| 3Y | +1,726.2% | +65.3% | +1,660.9% | +578.2% |
| All | +1,264.4% | +77.5% | +1,186.9% | +393.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling