+75.3%
VIAV vs VYM
+21.8%
+53.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -5.1% |
| 7D | -14.7% | +1.2% | -15.9% | -17.1% |
| 30D | -37.4% | +5.2% | -42.6% | -45.3% |
| 3M | -27.1% | +0.5% | -27.7% | -28.1% |
| 6M | -44.0% | +7.7% | -51.7% | -54.2% |
| YTD | +64.9% | +17.2% | +47.7% | +12.6% |
| 1Y | +75.3% | +21.7% | +53.6% | +12.4% |
| All | +75.3% | +21.8% | +53.5% | +12.4% |
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