-18.1%
TAP vs VYM
+18.5%
-36.6%
-27.7%
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% | +0.1% |
| 7D | -5.3% | -1.9% | -3.4% | -4.5% |
| 30D | -7.4% | -2.6% | -4.8% | -6.4% |
| 3M | -4.9% | +3.6% | -8.5% | -5.7% |
| 6M | -14.2% | +8.7% | -22.9% | -15.9% |
| YTD | -14.8% | +14.1% | -29.0% | -17.7% |
| 1Y | -18.1% | +17.8% | -35.9% | -22.8% |
| All | -18.1% | +18.5% | -36.6% | -22.8% |
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