-59.5%
YIBO vs VT
+56.9%
-116.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.2% |
| 7D | +8.7% | -0.1% | +8.8% | +8.8% |
| 30D | +7.6% | -3.1% | +10.7% | +10.5% |
| 3M | -4.2% | -3.5% | -0.7% | -1.3% |
| 6M | +6.6% | +0.5% | +6.1% | +4.8% |
| YTD | +18.9% | +10.8% | +8.2% | +4.4% |
| 1Y | -9.6% | +11.9% | -21.5% | -21.6% |
| All | -59.5% | +56.9% | -116.4% | -75.3% |
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