+14.4%
CYD vs VT
+23.4%
-9.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -2.0% |
| 7D | -6.7% | +0.1% | -6.9% | -6.9% |
| 30D | -21.7% | +0.8% | -22.5% | -22.7% |
| 3M | -33.4% | +2.8% | -36.2% | -36.1% |
| 6M | -12.4% | +13.0% | -25.3% | -26.5% |
| YTD | +8.2% | +15.4% | -7.1% | -13.8% |
| All | +14.4% | +23.4% | -9.0% | -10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling