-60.6%
YIBO vs VT
+53.7%
-114.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.6% |
| 7D | +15.4% | -2.3% | +17.7% | +17.9% |
| 30D | +1.9% | -5.0% | +6.8% | +6.6% |
| 3M | -6.1% | -4.9% | -1.2% | -1.9% |
| 6M | -6.8% | -1.5% | -5.2% | -6.7% |
| YTD | +15.8% | +8.5% | +7.3% | +3.6% |
| 1Y | -14.7% | +11.4% | -26.1% | -26.0% |
| All | -60.6% | +53.7% | -114.3% | -75.5% |
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