+140.1%
YETI vs VT
+175.1%
-35.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.4% |
| 7D | -1.8% | +0.4% | -2.3% | -2.5% |
| 30D | -22.3% | +1.0% | -23.2% | -23.5% |
| 3M | -14.6% | +2.4% | -17.0% | -18.3% |
| 6M | -4.3% | +12.0% | -16.3% | -20.1% |
| YTD | -7.6% | +15.3% | -22.9% | -26.3% |
| 1Y | +12.7% | +22.6% | -9.9% | -18.2% |
| 3Y | -19.8% | +74.7% | -94.5% | -66.2% |
| 5Y | -59.4% | +66.1% | -125.5% | -80.7% |
| All | +140.1% | +175.1% | -35.0% | -43.3% |
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 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