-19.6%
LYFT vs VYM
+16.6%
-36.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.8% | -3.6% |
| 7D | +5.8% | -2.8% | +8.6% | +9.9% |
| 30D | +9.6% | +1.0% | +8.5% | +9.1% |
| 3M | +4.8% | -2.9% | +7.8% | +9.1% |
| 6M | +20.1% | +2.6% | +17.5% | +18.1% |
| YTD | -11.8% | +12.8% | -24.6% | -22.1% |
| 1Y | -19.6% | +16.8% | -36.3% | -34.6% |
| All | -19.6% | +16.6% | -36.1% | -34.6% |
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