-13.6%
YBIT vs VT
+57.8%
-71.4%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +1.7% | +1.0% | +0.7% | +0.6% |
| 30D | +18.5% | -0.2% | +18.7% | +18.8% |
| 3M | +21.0% | +4.5% | +16.4% | +14.7% |
| 6M | +11.6% | +14.1% | -2.4% | -4.8% |
| YTD | -11.3% | +14.8% | -26.1% | -24.4% |
| 1Y | -27.6% | +21.2% | -48.8% | -41.8% |
| All | -13.6% | +57.8% | -71.4% | -51.4% |
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 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