+18.0%
Q vs VYM
+21.8%
-3.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -3.0% |
| 7D | -3.3% | +1.2% | -4.4% | -5.9% |
| 30D | -9.7% | +5.2% | -14.9% | -20.7% |
| 3M | -16.1% | +0.5% | -16.6% | -17.0% |
| 6M | -15.7% | +7.7% | -23.4% | -31.1% |
| YTD | +45.7% | +17.2% | +28.6% | -3.7% |
| 1Y | +18.0% | +21.7% | -3.6% | -30.4% |
| All | +18.0% | +21.8% | -3.8% | -30.4% |
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