-6.4%
YORW vs VT
+74.0%
-80.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -3.4% | +2.4% | -5.8% | -3.8% |
| 30D | +1.4% | -1.5% | +2.9% | +1.6% |
| 3M | -3.8% | -4.1% | +0.3% | -3.3% |
| 6M | +8.2% | +0.6% | +7.6% | +7.9% |
| YTD | +1.1% | +11.0% | -9.9% | -1.6% |
| 1Y | +1.0% | +13.3% | -12.4% | -2.3% |
| 3Y | -6.4% | +73.4% | -79.8% | -37.6% |
| All | -6.4% | +74.0% | -80.4% | -37.6% |
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