+57.8%
BIIB vs VYM
+21.4%
+36.4%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | +6.9% | -0.5% | +7.4% | +7.4% |
| 3M | +12.4% | +3.0% | +9.4% | +9.9% |
| 6M | +16.3% | +8.2% | +8.0% | +9.1% |
| YTD | +25.5% | +15.8% | +9.7% | +10.2% |
| 1Y | +57.8% | +20.8% | +37.0% | +30.9% |
| All | +57.8% | +21.4% | +36.4% | +30.9% |
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 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