+208.7%
VYMI price history and return analytics
+260.4%
-51.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.2% |
| 7D | -2.2% | -2.0% | -0.2% | -0.5% |
| 30D | +0.4% | -1.4% | +1.8% | +1.6% |
| 3M | +8.2% | +4.7% | +3.5% | +3.7% |
| 6M | +11.8% | +11.4% | +0.5% | +1.5% |
| YTD | +18.7% | +13.1% | +5.7% | +6.3% |
| 1Y | +28.2% | +19.0% | +9.2% | +9.5% |
| 3Y | +90.6% | +73.9% | +16.7% | +15.0% |
| 5Y | +93.8% | +65.4% | +28.4% | +21.5% |
| 10Y | +180.5% | +225.4% | -44.9% | -15.1% |
| All | +208.7% | +260.4% | -51.7% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling