-83.6%
YSS vs VT
+3.5%
-87.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.1% | -5.4% | +0.7% |
| 7D | -21.2% | -4.2% | -17.0% | -11.9% |
| 30D | -31.4% | -5.8% | -25.6% | -19.6% |
| 3M | -58.1% | -5.2% | -52.9% | -51.2% |
| 6M | -83.2% | +0.1% | -83.3% | -82.2% |
| All | -83.6% | +3.5% | -87.1% | -83.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling