-42.4%
HIMS vs VYM
+21.4%
-63.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.3% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | -12.4% | -0.5% | -11.9% | -11.7% |
| 3M | -1.1% | +3.0% | -4.1% | -5.8% |
| 6M | +68.4% | +8.2% | +60.2% | +43.6% |
| YTD | -14.7% | +15.8% | -30.5% | -35.7% |
| 1Y | -42.4% | +20.8% | -63.2% | -60.7% |
| All | -42.4% | +21.4% | -63.8% | -60.7% |
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