+75.0%
VTI vs VYM
+77.5%
-2.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.1% |
| 7D | -0.9% | -0.8% | -0.1% | 0.0% |
| 30D | -1.4% | -2.2% | +0.8% | +1.0% |
| 3M | +3.6% | +3.1% | +0.5% | +0.2% |
| 6M | +13.6% | +9.7% | +3.9% | +2.6% |
| YTD | +12.9% | +14.9% | -2.0% | -3.1% |
| 1Y | +17.2% | +17.6% | -0.3% | -2.0% |
| 3Y | +75.7% | +65.3% | +10.4% | +0.4% |
| All | +75.0% | +77.5% | -2.5% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling