+24.3%
W vs VYM
+21.8%
+2.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.2% | +9.8% | +7.8% |
| 7D | +8.4% | +1.2% | +7.2% | +5.5% |
| 30D | +16.5% | +5.2% | +11.3% | +2.4% |
| 3M | +6.4% | +0.5% | +5.9% | +5.6% |
| 6M | +90.5% | +7.7% | +82.8% | +63.6% |
| YTD | +23.1% | +17.2% | +5.9% | -12.8% |
| 1Y | +24.3% | +21.7% | +2.6% | -20.5% |
| All | +24.3% | +21.8% | +2.5% | -20.5% |
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