-57.8%
YETI vs VT
+66.2%
-124.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.6% |
| 7D | +1.4% | +1.0% | +0.4% | -0.3% |
| 30D | -22.0% | -0.2% | -21.7% | -21.8% |
| 3M | -14.5% | +4.5% | -19.1% | -21.3% |
| 6M | +0.7% | +14.1% | -13.3% | -20.2% |
| YTD | -7.8% | +14.8% | -22.5% | -27.8% |
| 1Y | +14.2% | +21.2% | -7.0% | -18.7% |
| 3Y | -13.9% | +76.6% | -90.4% | -69.1% |
| 5Y | -57.8% | +66.6% | -124.4% | -82.8% |
| All | -57.8% | +66.2% | -124.0% | -82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling