+163.4%
YETI vs VT
+164.2%
-0.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.6% |
| 7D | -0.2% | -0.1% | 0.0% | 0.0% |
| 30D | +12.5% | -3.1% | +15.6% | +17.6% |
| 3M | -15.0% | -3.5% | -11.5% | -10.7% |
| 6M | +7.8% | +0.5% | +7.3% | +5.7% |
| YTD | +1.4% | +10.8% | -9.4% | -14.4% |
| 1Y | +22.6% | +11.9% | +10.7% | +2.2% |
| 3Y | +9.3% | +73.0% | -63.7% | -53.6% |
| 5Y | -56.6% | +58.6% | -115.2% | -78.0% |
| All | +163.4% | +164.2% | -0.9% | -34.1% |
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