-81.9%
YSS vs VT
+7.9%
-89.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -4.3% |
| 7D | -7.6% | -0.3% | -7.3% | -6.7% |
| 30D | -26.7% | -1.4% | -25.3% | -23.5% |
| 3M | -60.2% | -1.4% | -58.8% | -58.2% |
| 6M | -81.0% | +5.5% | -86.5% | -82.3% |
| All | -81.9% | +7.9% | -89.8% | -83.2% |
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