+17.8%
YUM vs VEU
+73.8%
-56.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.5% |
| 7D | -6.1% | -1.4% | -4.6% | -5.5% |
| 30D | -5.8% | -0.4% | -5.4% | -5.7% |
| 3M | -7.6% | +2.5% | -10.2% | -8.7% |
| 6M | -9.1% | +11.1% | -20.3% | -13.8% |
| YTD | -5.5% | +16.5% | -22.0% | -12.8% |
| 1Y | -3.7% | +22.9% | -26.6% | -13.8% |
| 3Y | +17.8% | +73.4% | -55.6% | -14.1% |
| All | +17.8% | +73.8% | -56.0% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling