+54.8%
ON vs VYM
+21.4%
+33.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +2.0% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | -3.3% | -0.5% | -2.7% | -2.0% |
| 3M | -43.6% | +3.0% | -46.6% | -47.7% |
| 6M | +19.0% | +8.2% | +10.7% | -2.4% |
| YTD | +37.4% | +15.8% | +21.5% | -3.5% |
| 1Y | +54.8% | +20.8% | +33.9% | -2.3% |
| All | +54.8% | +21.4% | +33.3% | -2.3% |
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