+113.2%
WDC vs VYM
+21.8%
+91.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.2% | -8.0% | -9.5% |
| 7D | -18.3% | +1.2% | -19.5% | -20.5% |
| 30D | -26.7% | +5.2% | -31.9% | -35.3% |
| 3M | -40.9% | +0.5% | -41.5% | -41.4% |
| 6M | -26.8% | +7.7% | -34.5% | -40.7% |
| YTD | +88.2% | +17.2% | +71.0% | +19.7% |
| 1Y | +113.2% | +21.7% | +91.5% | +26.4% |
| All | +113.2% | +21.8% | +91.4% | +26.4% |
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