-21.6%
VST vs VYM
+19.4%
-41.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.3% |
| 7D | +5.3% | -1.0% | +6.3% | +6.6% |
| 30D | +5.8% | -2.0% | +7.8% | +8.6% |
| 3M | +3.5% | +3.1% | +0.4% | -1.4% |
| 6M | -7.4% | +8.9% | -16.3% | -18.5% |
| YTD | -6.1% | +14.7% | -20.8% | -23.6% |
| 1Y | -21.6% | +19.4% | -41.0% | -39.5% |
| All | -21.6% | +19.4% | -41.0% | -39.5% |
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