+9.2%
GAP vs VYM
+21.8%
-12.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.2% | +6.8% | +6.0% |
| 7D | +8.0% | +1.2% | +6.8% | +6.1% |
| 30D | +2.7% | +5.2% | -2.5% | -5.3% |
| 3M | +16.0% | +0.5% | +15.5% | +15.5% |
| 6M | +2.0% | +7.7% | -5.7% | -10.1% |
| YTD | -4.4% | +17.2% | -21.6% | -27.9% |
| 1Y | +9.2% | +21.7% | -12.5% | -25.6% |
| All | +9.2% | +21.8% | -12.6% | -25.6% |
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 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