-24.3%
YMM vs VT
+10.5%
-34.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.4% |
| 7D | +9.4% | -2.3% | +11.8% | +11.7% |
| 30D | +10.8% | -5.0% | +15.7% | +16.2% |
| 3M | -3.0% | -4.9% | +1.9% | +1.7% |
| 6M | +2.9% | -1.5% | +4.4% | +3.5% |
| YTD | -12.1% | +8.5% | -20.5% | -23.5% |
| 1Y | -24.3% | +11.4% | -35.7% | -38.7% |
| All | -24.3% | +10.5% | -34.8% | -38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling