+34.5%
LYV vs VYM
+17.8%
+16.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | +1.9% |
| 7D | +1.9% | -3.0% | +5.0% | +4.7% |
| 30D | +5.5% | +0.9% | +4.6% | +4.4% |
| 3M | -1.2% | -2.7% | +1.5% | +1.2% |
| 6M | +15.3% | +3.4% | +11.8% | +10.7% |
| YTD | +27.2% | +13.3% | +13.9% | +9.0% |
| 1Y | +34.5% | +17.0% | +17.5% | +9.6% |
| All | +34.5% | +17.8% | +16.7% | +9.6% |
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