-95.5%
YINN vs VT
+428.4%
-523.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +3.1% | +0.4% | +2.6% | +1.6% |
| 30D | -3.1% | +1.0% | -4.1% | -6.2% |
| 3M | +0.2% | +2.4% | -2.2% | -8.5% |
| 6M | -11.4% | +12.0% | -23.4% | -37.6% |
| YTD | -28.1% | +15.3% | -43.4% | -53.2% |
| 1Y | -31.3% | +22.6% | -53.9% | -62.1% |
| 3Y | -7.5% | +74.7% | -82.1% | -80.5% |
| 5Y | -86.8% | +66.1% | -153.0% | -96.0% |
| 10Y | -91.1% | +225.0% | -316.1% | -99.5% |
| All | -95.5% | +428.4% | -523.9% | -99.9% |
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