+9.1%
MDB vs VYM
+18.4%
-9.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.7% |
| 7D | -1.8% | -0.8% | -1.0% | -1.1% |
| 30D | -17.3% | -2.2% | -15.0% | -15.6% |
| 3M | +2.2% | +3.1% | -0.9% | -0.1% |
| 6M | +33.9% | +9.7% | +24.2% | +21.9% |
| YTD | -13.7% | +14.9% | -28.6% | -21.3% |
| 1Y | +9.1% | +17.6% | -8.5% | -3.5% |
| All | +9.1% | +18.4% | -9.4% | -3.5% |
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