+1,145.9%
DELL vs VYM
+77.5%
+1,068.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +10.9% |
| 7D | +8.2% | -0.8% | +9.0% | +9.7% |
| 30D | +17.1% | -2.2% | +19.3% | +21.7% |
| 3M | +45.2% | +3.1% | +42.1% | +39.1% |
| 6M | +286.8% | +9.7% | +277.1% | +239.5% |
| YTD | +354.8% | +14.9% | +339.9% | +275.1% |
| 1Y | +358.3% | +17.6% | +340.7% | +266.0% |
| 3Y | +724.9% | +65.3% | +659.6% | +320.2% |
| All | +1,145.9% | +77.5% | +1,068.4% | +502.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling