-97.7%
YARW vs VT
+53.4%
-151.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.2% | +14.5% | +14.4% |
| 7D | -21.6% | -2.3% | -19.3% | -19.6% |
| 30D | -16.9% | -5.0% | -12.0% | -12.1% |
| 3M | -62.5% | -4.9% | -57.7% | -60.4% |
| 6M | -17.5% | -1.5% | -16.0% | -16.6% |
| YTD | -4.7% | +8.5% | -13.2% | -14.9% |
| 1Y | +56.6% | +11.4% | +45.2% | +34.6% |
| 3Y | -83.0% | +70.1% | -153.1% | -91.1% |
| All | -97.7% | +53.4% | -151.1% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling