+78.6%
UUUU vs VYM
+77.5%
+1.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -6.3% |
| 7D | -10.5% | -0.8% | -9.7% | -9.2% |
| 30D | -10.5% | -2.2% | -8.3% | -6.5% |
| 3M | -14.1% | +3.1% | -17.2% | -18.8% |
| 6M | -35.5% | +9.7% | -45.2% | -44.7% |
| YTD | -10.9% | +14.9% | -25.8% | -29.5% |
| 1Y | +3.4% | +17.6% | -14.2% | -21.3% |
| 3Y | +73.1% | +65.3% | +7.8% | -34.1% |
| All | +78.6% | +77.5% | +1.1% | -32.4% |
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 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