+34.0%
YJUN vs VT
+68.0%
-34.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +1.1% | +2.4% | -1.3% | -0.3% |
| 30D | +0.8% | -1.5% | +2.3% | +1.6% |
| 3M | -2.2% | -4.1% | +2.0% | +0.2% |
| 6M | +1.1% | +0.6% | +0.6% | +0.5% |
| YTD | +5.3% | +11.0% | -5.8% | -1.7% |
| 1Y | +7.0% | +13.3% | -6.4% | -1.4% |
| 3Y | +35.6% | +73.4% | -37.8% | -5.6% |
| 5Y | +31.7% | +57.4% | -25.7% | -4.4% |
| All | +34.0% | +68.0% | -34.0% | -6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling