+7.2%
XYZ vs VYM
+18.5%
-11.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.5% |
| 7D | -5.2% | -1.9% | -3.3% | -2.0% |
| 30D | 0.0% | -2.6% | +2.6% | +4.7% |
| 3M | +18.7% | +3.6% | +15.1% | +12.1% |
| 6M | +20.5% | +8.7% | +11.9% | +4.0% |
| YTD | +21.5% | +14.1% | +7.4% | -2.4% |
| 1Y | +7.2% | +17.8% | -10.6% | -17.0% |
| All | +7.2% | +18.5% | -11.3% | -17.0% |
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