+151.7%
YETI vs VT
+167.2%
-15.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.6% | -6.2% |
| 7D | -11.5% | -0.7% | -10.8% | -10.8% |
| 30D | +9.7% | -1.7% | +11.4% | +12.2% |
| 3M | -15.8% | -2.3% | -13.4% | -13.2% |
| 6M | +4.6% | +1.5% | +3.1% | +0.8% |
| YTD | -3.1% | +12.0% | -15.2% | -19.6% |
| 1Y | +11.2% | +12.9% | -1.6% | -8.6% |
| 3Y | +4.4% | +74.9% | -70.5% | -56.4% |
| 5Y | -55.7% | +59.9% | -115.6% | -77.9% |
| All | +151.7% | +167.2% | -15.5% | -38.2% |
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 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