-38.2%
YETH vs VT
+37.5%
-75.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -1.0% |
| 7D | +0.5% | -2.3% | +2.8% | +4.6% |
| 30D | -10.7% | -5.0% | -5.8% | -2.4% |
| 3M | +0.8% | -4.9% | +5.7% | +10.0% |
| 6M | -14.4% | -1.5% | -12.9% | -11.9% |
| YTD | -27.1% | +8.5% | -35.6% | -36.4% |
| 1Y | -28.2% | +11.4% | -39.5% | -40.0% |
| All | -38.2% | +37.5% | -75.7% | -62.2% |
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