-15.8%
INFQ vs VYM
+6.0%
-21.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.6% | -1.8% |
| 7D | +2.1% | -0.8% | +2.9% | +5.8% |
| 30D | +6.1% | -2.2% | +8.4% | +17.6% |
| 3M | -7.1% | +3.1% | -10.2% | -21.8% |
| 6M | +14.8% | +9.7% | +5.1% | -31.8% |
| All | -15.8% | +6.0% | -21.9% | -42.3% |
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