+32.6%
USB vs VYM
+19.0%
+13.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.9% |
| 7D | +1.4% | +0.1% | +1.3% | +1.2% |
| 30D | +6.4% | +3.0% | +3.5% | +2.3% |
| 3M | -4.5% | -1.0% | -3.4% | -3.3% |
| 6M | +11.4% | +6.4% | +5.0% | +3.1% |
| YTD | +17.1% | +15.9% | +1.2% | -2.4% |
| 1Y | +32.6% | +18.7% | +13.9% | +7.1% |
| All | +32.6% | +19.0% | +13.6% | +7.1% |
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