+15.4%
TDY vs VYM
+17.8%
-2.4%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.3% | -3.1% | -1.5% |
| 7D | -12.7% | -3.0% | -9.6% | -8.5% |
| 30D | -4.9% | +0.9% | -5.8% | -6.1% |
| 3M | -13.5% | -2.7% | -10.8% | -9.7% |
| 6M | -6.4% | +3.4% | -9.8% | -11.1% |
| YTD | +15.9% | +13.3% | +2.5% | -4.1% |
| 1Y | +15.4% | +17.0% | -1.6% | -7.9% |
| All | +15.4% | +17.8% | -2.4% | -7.9% |
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