-16.8%
YBIT vs VT
+49.2%
-66.0%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -1.0% |
| 7D | -1.0% | -2.3% | +1.3% | +1.7% |
| 30D | -7.1% | -5.0% | -2.2% | -1.5% |
| 3M | +14.1% | -4.9% | +19.0% | +20.9% |
| 6M | -5.8% | -1.5% | -4.2% | -4.2% |
| YTD | -14.6% | +8.5% | -23.1% | -22.3% |
| 1Y | -23.8% | +11.4% | -35.1% | -32.6% |
| All | -16.8% | +49.2% | -66.0% | -50.0% |
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