+59.7%
VIK vs VYM
+21.8%
+37.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +3.5% |
| 7D | +5.4% | +1.2% | +4.2% | +3.0% |
| 30D | +12.5% | +5.2% | +7.3% | +1.0% |
| 3M | -15.2% | +0.5% | -15.7% | -15.9% |
| 6M | +15.4% | +7.7% | +7.7% | -2.7% |
| YTD | +27.7% | +17.2% | +10.5% | -8.0% |
| 1Y | +59.7% | +21.7% | +38.1% | +7.9% |
| All | +59.7% | +21.8% | +37.9% | +7.9% |
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