-58.4%
YIBO vs VT
+63.4%
-121.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | 0.0% | -6.4% | -6.4% |
| 7D | -9.4% | +0.4% | -9.8% | -9.8% |
| 30D | 0.0% | +1.0% | -1.0% | -1.0% |
| 3M | +19.6% | +2.4% | +17.2% | +16.4% |
| 6M | +12.6% | +12.0% | +0.6% | -1.4% |
| YTD | +22.1% | +15.3% | +6.8% | +3.5% |
| 1Y | -26.1% | +22.6% | -48.7% | -41.6% |
| All | -58.4% | +63.4% | -121.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling