-97.3%
YHC vs VT
+15.2%
-112.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -3.8% |
| 7D | -8.1% | -0.3% | -7.8% | -8.1% |
| 30D | +79.4% | -1.4% | +80.8% | +80.2% |
| 3M | +14.1% | -1.4% | +15.5% | +14.6% |
| 6M | -97.5% | +5.5% | -103.0% | -97.6% |
| YTD | -97.5% | +12.8% | -110.3% | -97.6% |
| 1Y | -97.3% | +15.4% | -112.7% | -97.4% |
| All | -97.3% | +15.2% | -112.5% | -97.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling