+24.5%
ULTA vs VYM
+17.8%
+6.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.6% | +1.6% |
| 7D | +0.2% | -3.0% | +3.3% | +3.3% |
| 30D | +18.7% | +0.9% | +17.8% | +17.8% |
| 3M | +20.5% | -2.7% | +23.1% | +23.6% |
| 6M | +22.0% | +3.4% | +18.6% | +18.6% |
| YTD | +7.4% | +13.3% | -5.9% | -2.1% |
| 1Y | +24.5% | +17.0% | +7.5% | +8.5% |
| All | +24.5% | +17.8% | +6.7% | +8.5% |
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