-93.8%
YOUL vs VT
+13.3%
-107.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.4% | -4.8% |
| 7D | -36.2% | -0.7% | -35.5% | -34.2% |
| 30D | -65.8% | -1.7% | -64.1% | -64.4% |
| 3M | -71.2% | -2.3% | -68.8% | -69.8% |
| 6M | -87.2% | +1.5% | -88.8% | -86.9% |
| YTD | -91.6% | +12.0% | -103.7% | -92.2% |
| 1Y | -93.8% | +12.9% | -106.7% | -94.2% |
| All | -93.8% | +13.3% | -107.0% | -94.2% |
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