-90.0%
YOUL vs VT
+15.2%
-105.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -30.5% | +1.7% | -32.2% | -32.0% |
| 7D | -35.0% | -0.3% | -34.7% | -34.9% |
| 30D | -52.7% | -1.4% | -51.2% | -52.0% |
| 3M | -50.8% | -1.4% | -49.4% | -50.2% |
| 6M | -78.6% | +5.5% | -84.1% | -79.0% |
| YTD | -86.8% | +12.8% | -99.7% | -88.1% |
| 1Y | -90.0% | +15.4% | -105.4% | -91.2% |
| All | -90.0% | +15.2% | -105.2% | -91.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling