+52.6%
XOM vs VYM
+21.8%
+30.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.2% | -5.8% | -4.5% |
| 7D | -7.0% | +1.2% | -8.2% | -6.9% |
| 30D | +3.2% | +5.2% | -2.0% | +3.4% |
| 3M | +10.7% | +0.5% | +10.1% | +10.8% |
| 6M | +11.6% | +7.7% | +3.9% | +11.0% |
| YTD | +43.5% | +17.2% | +26.3% | +38.8% |
| 1Y | +52.6% | +21.7% | +30.9% | +47.1% |
| All | +52.6% | +21.8% | +30.8% | +47.1% |
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