-7.9%
PYPL vs VYM
+21.8%
-29.7%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +2.4% |
| 7D | +6.5% | +1.2% | +5.3% | +5.5% |
| 30D | +10.6% | +5.2% | +5.4% | +6.2% |
| 3M | +3.1% | +0.5% | +2.6% | +2.5% |
| 6M | +20.2% | +7.7% | +12.5% | +13.9% |
| YTD | +4.0% | +17.2% | -13.2% | -10.9% |
| 1Y | -7.9% | +21.7% | -29.5% | -26.3% |
| All | -7.9% | +21.8% | -29.7% | -26.3% |
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