-63.5%
YDES vs VT
+18.8%
-82.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -6.0% |
| 7D | -18.3% | +2.4% | -20.6% | -18.3% |
| 30D | -23.3% | -1.5% | -21.8% | -23.5% |
| 3M | +94.4% | -4.1% | +98.5% | +93.5% |
| 6M | -6.2% | +0.6% | -6.7% | -7.0% |
| YTD | -60.0% | +11.0% | -71.0% | -59.0% |
| 1Y | -51.8% | +13.3% | -65.1% | -51.8% |
| All | -63.5% | +18.8% | -82.3% | -0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling