-44.1%
YEXT vs VT
+191.8%
-235.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.9% | -1.6% | +5.5% | +5.9% |
| 30D | +15.2% | -2.5% | +17.7% | +18.7% |
| 3M | +32.0% | -1.3% | +33.3% | +33.9% |
| 6M | +82.5% | +3.1% | +79.4% | +74.1% |
| YTD | -6.9% | +10.9% | -17.9% | -19.3% |
| 1Y | -11.3% | +12.1% | -23.4% | -24.2% |
| 3Y | +18.1% | +73.9% | -55.8% | -43.2% |
| 5Y | -40.8% | +58.0% | -98.7% | -66.8% |
| All | -44.1% | +191.8% | -235.9% | -83.1% |
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