-33.8%
BIDU vs VYM
+65.1%
-98.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.3% |
| 7D | -8.1% | -0.8% | -7.3% | -7.4% |
| 30D | -12.8% | -2.2% | -10.6% | -10.9% |
| 3M | -21.3% | +3.1% | -24.3% | -23.7% |
| 6M | -27.0% | +9.7% | -36.7% | -33.2% |
| YTD | -30.0% | +14.9% | -44.9% | -38.6% |
| 1Y | -18.3% | +17.6% | -35.8% | -29.7% |
| 3Y | -33.8% | +65.3% | -99.1% | -60.7% |
| All | -33.8% | +65.1% | -98.9% | -60.7% |
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 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