-87.2%
YOLO vs VT
+140.7%
-228.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -4.7% |
| 7D | +2.6% | +0.4% | +2.3% | +1.9% |
| 30D | -0.4% | -2.6% | +2.2% | +2.3% |
| 3M | +2.6% | -3.2% | +5.9% | +6.0% |
| 6M | -12.9% | +0.9% | -13.8% | -14.5% |
| YTD | -17.6% | +11.3% | -28.9% | -27.3% |
| 1Y | -8.7% | +14.0% | -22.7% | -22.0% |
| 3Y | +4.0% | +75.8% | -71.8% | -45.8% |
| 5Y | -82.4% | +57.8% | -140.3% | -89.5% |
| All | -87.2% | +140.7% | -228.0% | -94.8% |
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