-99.8%
YAAS vs VT
+33.6%
-133.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.1% | +3.2% |
| 7D | -9.3% | -4.2% | -5.2% | -1.0% |
| 30D | -37.1% | -5.8% | -31.3% | -28.5% |
| 3M | -67.6% | -5.2% | -62.3% | -63.5% |
| 6M | -42.1% | +0.1% | -42.2% | -40.7% |
| YTD | -54.4% | +8.2% | -62.6% | -56.3% |
| 1Y | -60.1% | +10.1% | -70.2% | -62.4% |
| All | -99.8% | +33.6% | -133.3% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling