+153.0%
VLO vs VYM
+18.4%
+134.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | +5.3% | -0.8% | +6.1% | +5.4% |
| 30D | +18.2% | -2.2% | +20.5% | +18.7% |
| 3M | +53.3% | +3.1% | +50.3% | +52.3% |
| 6M | +70.4% | +9.7% | +60.7% | +66.2% |
| YTD | +143.4% | +14.9% | +128.5% | +128.8% |
| 1Y | +153.0% | +17.6% | +135.4% | +129.0% |
| All | +153.0% | +18.4% | +134.6% | +129.0% |
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