+51.8%
VG vs YUM
+15.9%
+35.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +5.9% | -13.6% | -4.5% |
| 7D | -16.4% | +10.8% | -27.1% | -11.6% |
| 30D | -10.8% | +21.4% | -32.2% | -2.0% |
| 3M | -6.3% | +13.2% | -19.5% | +0.2% |
| 6M | -12.5% | +8.8% | -21.3% | -7.8% |
| YTD | +76.9% | +11.5% | +65.4% | +77.2% |
| 1Y | +51.8% | +13.4% | +38.4% | +50.6% |
| All | +51.8% | +15.9% | +35.9% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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