+37.3%
YJUN vs VT
+74.5%
-37.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | +0.8% | +1.0% | -0.1% | +0.3% |
| 3M | +2.8% | +2.4% | +0.4% | +1.3% |
| 6M | +5.6% | +12.0% | -6.4% | -1.6% |
| YTD | +7.8% | +15.3% | -7.6% | -1.4% |
| 1Y | +11.5% | +22.6% | -11.0% | -1.9% |
| 3Y | +36.2% | +74.7% | -38.4% | -5.2% |
| 5Y | +34.6% | +66.1% | -31.6% | -5.2% |
| All | +37.3% | +74.5% | -37.2% | -6.4% |
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