-85.6%
YOLO vs VT
+149.5%
-235.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -1.2% | +0.4% | -1.6% | -1.7% |
| 30D | +21.1% | +1.0% | +20.1% | +19.7% |
| 3M | +0.8% | +2.4% | -1.6% | -2.3% |
| 6M | +4.1% | +12.0% | -7.9% | -8.5% |
| YTD | -7.0% | +15.3% | -22.3% | -20.8% |
| 1Y | -2.8% | +22.6% | -25.4% | -22.8% |
| 3Y | -1.8% | +74.7% | -76.4% | -48.0% |
| 5Y | -81.5% | +66.1% | -147.6% | -89.5% |
| All | -85.6% | +149.5% | -235.1% | -94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling