-93.6%
YOUL vs VT
+12.0%
-105.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -6.8% |
| 7D | -54.2% | -0.1% | -54.1% | -53.1% |
| 30D | -65.7% | -3.1% | -62.6% | -63.6% |
| 3M | -69.3% | -3.5% | -65.8% | -67.3% |
| 6M | -87.3% | +0.5% | -87.7% | -86.8% |
| YTD | -91.3% | +10.8% | -102.1% | -91.8% |
| All | -93.6% | +12.0% | -105.6% | -93.9% |
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