+43.2%
TER vs VYM
+21.8%
+21.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.2% | -8.0% | -10.2% |
| 7D | -19.9% | +1.2% | -21.0% | -22.7% |
| 30D | -43.5% | +5.2% | -48.8% | -52.1% |
| 3M | -37.8% | +0.5% | -38.3% | -38.9% |
| 6M | -25.6% | +7.7% | -33.3% | -42.2% |
| YTD | +29.8% | +17.2% | +12.6% | -18.7% |
| 1Y | +43.2% | +21.7% | +21.5% | -18.4% |
| All | +43.2% | +21.8% | +21.4% | -18.4% |
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