-93.2%
CYCU vs VYM
+18.4%
-111.7%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.5% | -6.5% |
| 7D | -5.9% | -0.8% | -5.1% | -4.1% |
| 30D | -32.9% | -2.2% | -30.6% | -29.0% |
| 3M | -33.9% | +3.1% | -37.0% | -37.6% |
| 6M | -75.4% | +9.7% | -85.1% | -79.0% |
| YTD | -84.9% | +14.9% | -99.8% | -87.2% |
| 1Y | -93.2% | +17.6% | -110.8% | -94.9% |
| All | -93.2% | +18.4% | -111.7% | -94.9% |
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