+89.6%
VRT vs VYM
+18.4%
+71.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +1.9% |
| 7D | -8.4% | -0.8% | -7.6% | -6.4% |
| 30D | -10.9% | -2.2% | -8.6% | -5.6% |
| 3M | -13.7% | +3.1% | -16.8% | -19.7% |
| 6M | -4.1% | +9.7% | -13.8% | -22.9% |
| YTD | +58.7% | +14.9% | +43.8% | +19.4% |
| 1Y | +89.6% | +17.6% | +72.1% | +36.2% |
| All | +89.6% | +18.4% | +71.2% | +36.2% |
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