+36.0%
VIK vs VYM
+21.4%
+14.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.1% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | -20.7% | -0.5% | -20.2% | -19.8% |
| 3M | -4.6% | +3.0% | -7.7% | -10.5% |
| 6M | +14.0% | +8.2% | +5.8% | -5.0% |
| YTD | +20.2% | +15.8% | +4.3% | -9.7% |
| 1Y | +36.0% | +20.8% | +15.2% | -5.5% |
| All | +36.0% | +21.4% | +14.6% | -5.5% |
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