+268.9%
P vs VYM
+76.9%
+192.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.3% |
| 7D | +5.0% | -1.0% | +6.0% | +6.5% |
| 30D | -0.9% | -2.0% | +1.1% | +2.0% |
| 3M | +38.7% | +3.1% | +35.6% | +33.5% |
| 6M | +54.4% | +8.9% | +45.5% | +38.3% |
| YTD | +44.8% | +14.7% | +30.1% | +21.9% |
| 1Y | +22.5% | +19.4% | +3.1% | -2.4% |
| 3Y | +148.2% | +65.4% | +82.8% | +35.8% |
| 5Y | +268.9% | +77.6% | +191.4% | +89.4% |
| All | +268.9% | +76.9% | +192.0% | +89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling