-35.6%
BIDU vs VYM
+17.8%
-53.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | +2.5% |
| 7D | +1.1% | -3.0% | +4.1% | +4.5% |
| 30D | -8.7% | +0.9% | -9.6% | -9.9% |
| 3M | -28.5% | -2.7% | -25.8% | -26.3% |
| 6M | -37.0% | +3.4% | -40.5% | -39.8% |
| YTD | -39.2% | +13.3% | -52.5% | -48.7% |
| 1Y | -35.6% | +17.0% | -52.6% | -47.7% |
| All | -35.6% | +17.8% | -53.4% | -47.7% |
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