-68.2%
YDES vs VT
+22.8%
-91.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.1% | -0.5% | +20.6% | +20.0% |
| 7D | +12.6% | +1.0% | +11.6% | +12.5% |
| 30D | +85.2% | -0.2% | +85.4% | +85.0% |
| 3M | +43.1% | +4.5% | +38.6% | +42.5% |
| 6M | -47.9% | +14.1% | -61.9% | -46.8% |
| YTD | -65.1% | +14.8% | -79.9% | -64.1% |
| 1Y | -73.3% | +21.2% | -94.5% | -52.7% |
| All | -68.2% | +22.8% | -91.0% | -13.3% |
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