-45.1%
INFQ vs VYM
+8.1%
-53.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | -3.3% |
| 7D | -11.1% | +1.2% | -12.3% | -15.1% |
| 30D | -32.4% | +5.2% | -37.6% | -45.5% |
| 3M | -25.3% | +0.5% | -25.8% | -26.3% |
| 6M | -30.3% | +7.7% | -38.0% | -50.7% |
| All | -45.1% | +8.1% | -53.2% | -65.1% |
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