+13.3%
YNOT vs VT
+22.2%
-9.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.4% |
| 7D | +4.5% | +2.4% | +2.1% | +0.5% |
| 30D | -10.8% | -1.5% | -9.3% | -8.0% |
| 3M | -14.7% | -4.1% | -10.6% | -7.9% |
| 6M | -13.6% | +0.6% | -14.1% | -13.1% |
| YTD | +1.3% | +11.0% | -9.7% | -12.3% |
| 1Y | +1.4% | +13.3% | -12.0% | -14.9% |
| All | +13.3% | +22.2% | -9.0% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling