+5.5%
YOLO vs VT
+69.7%
-64.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +9.9% | -2.3% | +12.2% | +12.3% |
| 30D | +0.2% | -5.0% | +5.1% | +5.4% |
| 3M | +7.4% | -4.9% | +12.2% | +12.6% |
| 6M | -14.6% | -1.5% | -13.0% | -13.9% |
| YTD | -16.1% | +8.5% | -24.5% | -23.4% |
| 1Y | -4.2% | +11.4% | -15.5% | -15.4% |
| 3Y | +5.5% | +70.1% | -64.5% | -38.1% |
| All | +5.5% | +69.7% | -64.2% | -38.1% |
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