-93.1%
YCBD vs VT
+74.1%
-167.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +2.6% | -11.0% | -10.5% |
| 7D | -4.0% | +0.4% | -4.4% | -4.5% |
| 30D | -2.3% | -2.6% | +0.3% | -0.2% |
| 3M | -32.6% | -3.2% | -29.3% | -30.7% |
| 6M | -54.6% | +0.9% | -55.6% | -54.8% |
| YTD | -71.8% | +11.3% | -83.1% | -74.0% |
| 1Y | -52.6% | +14.0% | -66.6% | -57.5% |
| 3Y | -93.1% | +75.8% | -168.9% | -91.4% |
| All | -93.1% | +74.1% | -167.2% | -91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling