+25.2%
VZ vs VYM
+21.8%
+3.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.8% | +1.7% |
| 7D | +6.9% | +1.2% | +5.8% | +6.5% |
| 30D | +2.3% | +5.2% | -3.0% | +0.6% |
| 3M | 0.0% | +0.5% | -0.5% | -0.2% |
| 6M | +0.2% | +7.7% | -7.5% | -1.5% |
| YTD | +20.9% | +17.2% | +3.7% | +17.2% |
| 1Y | +25.2% | +21.7% | +3.6% | +19.2% |
| All | +25.2% | +21.8% | +3.5% | +19.2% |
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