-16.0%
NTNX vs VYM
+17.8%
-33.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.3% | -4.8% | -6.4% |
| 7D | -17.2% | -3.0% | -14.2% | -15.8% |
| 30D | -20.2% | +0.9% | -21.1% | -19.8% |
| 3M | -4.0% | -2.7% | -1.3% | -2.4% |
| 6M | +34.8% | +3.4% | +31.4% | +35.5% |
| YTD | +13.3% | +13.3% | 0.0% | +13.5% |
| 1Y | -16.0% | +17.0% | -33.0% | -16.0% |
| All | -16.0% | +17.8% | -33.8% | -16.0% |
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 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