-88.3%
YINN vs VT
+66.2%
-154.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -6.0% |
| 7D | -3.4% | +1.0% | -4.5% | -6.3% |
| 30D | -11.0% | -0.2% | -10.7% | -10.6% |
| 3M | -0.5% | +4.5% | -5.0% | -14.5% |
| 6M | -15.0% | +14.1% | -29.1% | -43.4% |
| YTD | -33.5% | +14.8% | -48.2% | -56.1% |
| 1Y | -41.4% | +21.2% | -62.6% | -66.7% |
| 3Y | -2.5% | +76.6% | -79.0% | -81.2% |
| 5Y | -88.3% | +66.6% | -154.9% | -96.7% |
| All | -88.3% | +66.2% | -154.5% | -96.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling