-33.9%
IOYY vs VT
+17.8%
-51.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.2% |
| 7D | -0.4% | +0.4% | -0.9% | -0.8% |
| 30D | -3.6% | +1.0% | -4.6% | -4.3% |
| 3M | -15.0% | +2.4% | -17.4% | -16.7% |
| 6M | -16.1% | +12.0% | -28.1% | -24.0% |
| YTD | -25.2% | +15.3% | -40.5% | -34.6% |
| All | -33.9% | +17.8% | -51.7% | -43.6% |
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