+70.4%
BIIB vs VYM
+21.8%
+48.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +1.3% |
| 7D | +4.3% | +1.2% | +3.1% | +3.3% |
| 30D | +13.8% | +5.2% | +8.6% | +9.6% |
| 3M | +22.1% | +0.5% | +21.5% | +21.6% |
| 6M | +35.9% | +7.7% | +28.2% | +28.9% |
| YTD | +44.6% | +17.2% | +27.4% | +28.2% |
| 1Y | +70.4% | +21.7% | +48.7% | +45.8% |
| All | +70.4% | +21.8% | +48.6% | +45.8% |
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