+140.6%
CYD vs VT
+69.7%
+70.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.3% |
| 7D | -10.9% | -2.3% | -8.6% | -9.0% |
| 30D | -29.0% | -5.0% | -24.1% | -25.6% |
| 3M | -59.0% | -4.9% | -54.1% | -56.9% |
| 6M | -52.9% | -1.5% | -51.3% | -51.7% |
| YTD | -42.5% | +8.5% | -51.0% | -44.8% |
| 1Y | -47.2% | +11.4% | -58.6% | -50.0% |
| 3Y | +140.6% | +70.1% | +70.5% | +111.2% |
| All | +140.6% | +69.7% | +70.9% | +111.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling