+19.9%
VGT vs YUM
+15.9%
+3.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | +1.2% |
| 7D | -6.5% | +10.8% | -17.3% | -4.8% |
| 30D | -10.6% | +21.4% | -32.0% | -7.7% |
| 3M | -3.7% | +13.2% | -16.9% | -1.6% |
| 6M | +10.4% | +8.8% | +1.6% | +12.5% |
| YTD | +23.1% | +11.5% | +11.5% | +27.3% |
| 1Y | +19.9% | +13.4% | +6.5% | +24.9% |
| All | +19.9% | +15.9% | +3.9% | +24.9% |
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