-99.5%
YAAS vs VT
+41.6%
-141.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -0.9% |
| 7D | -17.6% | +1.0% | -18.6% | -19.3% |
| 30D | -41.7% | -0.2% | -41.5% | -41.4% |
| 3M | +70.3% | +4.5% | +65.8% | +57.2% |
| 6M | +43.5% | +14.1% | +29.5% | +21.9% |
| YTD | -3.1% | +14.8% | -17.9% | -18.1% |
| 1Y | -76.1% | +21.2% | -97.3% | -80.7% |
| All | -99.5% | +41.6% | -141.1% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling