+78.6%
PR vs VYM
+19.4%
+59.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.8% | -1.0% | +0.1% | -0.6% |
| 30D | +11.3% | -2.0% | +13.3% | +11.8% |
| 3M | +24.1% | +3.1% | +21.0% | +21.9% |
| 6M | +25.4% | +8.9% | +16.5% | +19.6% |
| YTD | +71.2% | +14.7% | +56.5% | +54.9% |
| 1Y | +78.6% | +19.4% | +59.2% | +52.7% |
| All | +78.6% | +19.4% | +59.2% | +52.7% |
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