-83.4%
YHGJ vs VT
+74.2%
-157.6%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.2% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | -21.6% | -0.7% | -20.9% | -21.7% |
| 3M | -24.9% | +4.0% | -28.9% | -24.2% |
| 6M | -2.2% | +12.3% | -14.4% | +0.4% |
| YTD | -25.1% | +14.0% | -39.1% | -22.5% |
| 1Y | -57.5% | +20.3% | -77.8% | -54.9% |
| All | -83.4% | +74.2% | -157.6% | -83.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling