+21.2%
VT vs YUM
+5.3%
+15.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | +1.0% | -1.7% | +2.7% | +1.1% |
| 30D | -0.2% | -0.8% | +0.6% | -0.2% |
| 3M | +4.5% | +1.5% | +3.1% | +4.4% |
| 6M | +14.1% | -6.1% | +20.2% | +14.5% |
| YTD | +14.8% | -0.2% | +15.0% | +15.2% |
| 1Y | +21.2% | +2.5% | +18.7% | +22.9% |
| All | +21.2% | +5.3% | +15.9% | +22.9% |
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