+15.8%
VG vs YUM
+0.2%
+15.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.2% | +3.2% |
| 7D | +3.8% | -3.6% | +7.4% | +2.9% |
| 30D | +7.2% | +0.4% | +6.8% | +7.3% |
| 3M | +22.8% | -3.8% | +26.6% | +21.6% |
| 6M | +33.2% | -8.3% | +41.5% | +30.1% |
| YTD | +124.8% | -2.6% | +127.5% | +112.3% |
| 1Y | +15.8% | +1.5% | +14.3% | +12.0% |
| All | +15.8% | +0.2% | +15.6% | +12.0% |
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