+21.7%
VZ vs VYM
+18.8%
+2.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +0.9% | +3.3% | -2.4% | -0.1% |
| 30D | +6.9% | +3.8% | +3.2% | +5.6% |
| 3M | +0.6% | -0.4% | +1.0% | +0.6% |
| 6M | +0.3% | +7.1% | -6.8% | -1.3% |
| YTD | +21.9% | +17.1% | +4.8% | +18.8% |
| 1Y | +21.7% | +18.4% | +3.3% | +17.7% |
| All | +21.7% | +18.8% | +2.9% | +17.7% |
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