-57.3%
YHGJ vs VT
+18.6%
-75.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -3.0% |
| 7D | -5.0% | -2.0% | -3.0% | -5.9% |
| 30D | -21.1% | -1.4% | -19.7% | -21.6% |
| 3M | -30.1% | +4.7% | -34.8% | -28.4% |
| 6M | -19.2% | +11.4% | -30.6% | -15.1% |
| YTD | -27.0% | +13.1% | -40.1% | -16.6% |
| All | -57.3% | +18.6% | -75.9% | -32.8% |
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