-42.3%
IOYY vs VT
+10.7%
-53.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +1.0% |
| 7D | -6.1% | -4.2% | -1.9% | -3.0% |
| 30D | -11.4% | -5.8% | -5.6% | -7.3% |
| 3M | -15.3% | -5.2% | -10.1% | -11.8% |
| 6M | -20.5% | +0.1% | -20.6% | -21.2% |
| YTD | -34.3% | +8.2% | -42.5% | -39.7% |
| 1Y | -42.3% | +10.1% | -52.4% | -48.0% |
| All | -42.3% | +10.7% | -53.0% | -48.0% |
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