+21.7%
VYM vs DAR
+63.3%
-41.6%
-6.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.3% |
| 7D | +1.2% | -5.7% | +6.8% | +1.4% |
| 30D | +5.2% | -16.6% | +21.8% | +6.2% |
| 3M | +0.5% | -13.1% | +13.6% | +1.0% |
| 6M | +7.7% | -18.8% | +26.5% | +9.0% |
| YTD | +17.2% | +45.3% | -28.1% | +8.3% |
| 1Y | +21.7% | +60.6% | -39.0% | +10.4% |
| All | +21.7% | +63.3% | -41.6% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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