-52.3%
TEAM vs VYM
+77.5%
-129.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.8% |
| 7D | -5.2% | -0.8% | -4.4% | -4.2% |
| 30D | +15.8% | -2.2% | +18.0% | +19.4% |
| 3M | +101.5% | +3.1% | +98.4% | +93.7% |
| 6M | +138.2% | +9.7% | +128.5% | +108.0% |
| YTD | +10.8% | +14.9% | -4.1% | -10.6% |
| 1Y | +1.7% | +17.6% | -15.9% | -21.0% |
| 3Y | -16.0% | +65.3% | -81.3% | -61.4% |
| All | -52.3% | +77.5% | -129.8% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling