-76.6%
SEDG vs VYM
+65.1%
-141.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -7.3% |
| 7D | +1.4% | -0.8% | +2.2% | +3.2% |
| 30D | +8.3% | -2.2% | +10.6% | +14.6% |
| 3M | -40.7% | +3.1% | -43.7% | -45.0% |
| 6M | -3.9% | +9.7% | -13.6% | -24.0% |
| YTD | +20.2% | +14.9% | +5.3% | -15.1% |
| 1Y | +17.6% | +17.6% | 0.0% | -20.5% |
| 3Y | -76.6% | +65.3% | -141.9% | -94.0% |
| All | -76.6% | +65.1% | -141.7% | -94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling