+59.3%
YLDE vs VT
+57.4%
+1.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.3% |
| 30D | +3.3% | -2.6% | +5.9% | +5.1% |
| 3M | +1.1% | -3.2% | +4.3% | +3.3% |
| 6M | +7.7% | +0.9% | +6.7% | +6.5% |
| YTD | +11.8% | +11.3% | +0.5% | +2.7% |
| 1Y | +15.8% | +14.0% | +1.8% | +4.4% |
| 3Y | +61.0% | +75.8% | -14.8% | +3.8% |
| 5Y | +59.3% | +57.8% | +1.5% | +7.5% |
| All | +59.3% | +57.4% | +1.9% | +7.5% |
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