+13.5%
VT vs YUM
+9.5%
+4.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -1.6% | +5.0% | -6.6% | -1.8% |
| 30D | -2.5% | +15.3% | -17.8% | -3.1% |
| 3M | -1.3% | +6.0% | -7.4% | -1.5% |
| 6M | +3.1% | +0.1% | +3.0% | +3.5% |
| YTD | +10.9% | +5.3% | +5.6% | +11.1% |
| All | +13.5% | +9.5% | +4.0% | +13.5% |
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