-0.1%
YALL vs VT
+11.9%
-12.0%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.6% | +2.4% | +0.2% | +0.7% |
| 30D | +0.1% | -1.5% | +1.6% | +1.3% |
| 3M | -4.1% | -4.1% | 0.0% | -0.9% |
| 6M | -2.6% | +0.6% | -3.1% | -2.9% |
| YTD | -1.0% | +11.0% | -12.0% | -9.5% |
| 1Y | -0.1% | +13.3% | -13.4% | -10.5% |
| All | -0.1% | +11.9% | -12.0% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling