-98.2%
YHC vs VT
+10.5%
-108.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.4% | -6.3% |
| 7D | -39.6% | -2.3% | -37.3% | -37.9% |
| 30D | +19.8% | -5.0% | +24.8% | +23.5% |
| 3M | -24.5% | -4.9% | -19.6% | -22.3% |
| 6M | -98.3% | -1.5% | -96.8% | -98.3% |
| YTD | -98.3% | +8.5% | -106.8% | -98.3% |
| 1Y | -98.2% | +11.4% | -109.5% | -98.2% |
| All | -98.2% | +10.5% | -108.7% | -98.2% |
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