-99.6%
CYCU vs VYM
+26.4%
-126.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.6% |
| 7D | +14.2% | -1.0% | +15.2% | +16.2% |
| 30D | -33.4% | -2.0% | -31.3% | -31.1% |
| 3M | -44.6% | +3.1% | -47.7% | -46.8% |
| 6M | -73.6% | +8.9% | -82.5% | -76.4% |
| YTD | -84.3% | +14.7% | -99.1% | -86.7% |
| 1Y | -92.9% | +19.4% | -112.4% | -94.2% |
| All | -99.6% | +26.4% | -126.0% | -99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling