-84.3%
YOLO vs VT
+57.0%
-141.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.1% | -2.0% |
| 7D | -9.7% | +2.4% | -12.1% | -12.2% |
| 30D | -2.7% | -1.5% | -1.2% | -1.3% |
| 3M | -13.2% | -4.1% | -9.1% | -9.4% |
| 6M | -17.6% | +0.6% | -18.1% | -18.8% |
| YTD | -24.2% | +11.0% | -35.3% | -33.2% |
| 1Y | -16.7% | +13.3% | -30.0% | -28.7% |
| 3Y | -10.1% | +73.4% | -83.5% | -53.4% |
| All | -84.3% | +57.0% | -141.4% | -90.3% |
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