+37.2%
M vs VYM
+21.8%
+15.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.2% | +6.4% | +5.6% |
| 7D | +8.3% | +1.2% | +7.1% | +6.4% |
| 30D | +14.2% | +5.2% | +8.9% | +5.4% |
| 3M | -1.1% | +0.5% | -1.6% | -1.6% |
| 6M | +36.6% | +7.7% | +28.9% | +21.9% |
| YTD | +19.8% | +17.2% | +2.6% | -8.4% |
| 1Y | +37.2% | +21.7% | +15.5% | -4.5% |
| All | +37.2% | +21.8% | +15.4% | -4.5% |
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