+309.8%
MOD vs VYM
+66.8%
+242.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.1% |
| 7D | +6.3% | +0.1% | +6.2% | +5.9% |
| 30D | -1.7% | -1.3% | -0.4% | +1.4% |
| 3M | -30.1% | +4.1% | -34.2% | -36.4% |
| 6M | +2.7% | +9.8% | -7.1% | -16.7% |
| YTD | +44.1% | +15.3% | +28.8% | +5.4% |
| 1Y | +38.7% | +20.0% | +18.7% | -5.9% |
| 3Y | +309.8% | +66.2% | +243.5% | +58.0% |
| All | +309.8% | +66.8% | +242.9% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling