-39.1%
YETH vs VT
+23.4%
-62.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +2.6% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | +9.8% | +0.8% | +9.0% | +8.0% |
| 3M | +16.3% | +2.8% | +13.5% | +10.7% |
| 6M | +13.0% | +13.0% | 0.0% | -11.7% |
| YTD | -22.1% | +15.4% | -37.4% | -42.7% |
| All | -39.1% | +23.4% | -62.5% | -60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling