+31.1%
P vs VYM
+18.5%
+12.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.2% |
| 7D | +17.8% | +3.3% | +14.5% | +10.3% |
| 30D | -29.9% | +3.8% | -33.6% | -33.9% |
| 3M | -1.2% | -0.4% | -0.8% | +1.2% |
| 6M | +32.1% | +7.1% | +25.0% | +19.2% |
| YTD | +64.3% | +17.1% | +47.2% | +37.3% |
| All | +31.1% | +18.5% | +12.6% | +8.4% |
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