+138.3%
YETI vs VT
+172.0%
-33.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.4% |
| 7D | -2.3% | -0.1% | -2.1% | -2.1% |
| 30D | -23.1% | -0.7% | -22.4% | -22.4% |
| 3M | -17.8% | +4.0% | -21.8% | -23.1% |
| 6M | +0.3% | +12.3% | -12.0% | -16.6% |
| YTD | -8.3% | +14.0% | -22.3% | -25.6% |
| 1Y | +13.8% | +20.3% | -6.5% | -15.0% |
| 3Y | -14.3% | +75.4% | -89.8% | -64.2% |
| 5Y | -59.3% | +66.0% | -125.3% | -80.6% |
| All | +138.3% | +172.0% | -33.7% | -42.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling