+3.4%
UUUU vs VYM
+18.4%
-15.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -6.8% |
| 7D | -10.5% | -0.8% | -9.7% | -8.5% |
| 30D | -10.5% | -2.2% | -8.3% | -4.6% |
| 3M | -14.1% | +3.1% | -17.2% | -21.0% |
| 6M | -35.5% | +9.7% | -45.2% | -48.6% |
| YTD | -10.9% | +14.9% | -25.8% | -33.8% |
| 1Y | +3.4% | +17.6% | -14.2% | -34.1% |
| All | +3.4% | +18.4% | -15.1% | -34.1% |
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