-85.7%
YXT vs VT
+15.2%
-100.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +3.7% |
| 7D | +0.7% | -0.3% | +1.0% | +0.3% |
| 30D | -35.1% | -1.4% | -33.7% | -36.8% |
| 3M | -43.5% | -1.4% | -42.1% | -45.1% |
| 6M | -73.0% | +5.5% | -78.5% | -73.0% |
| YTD | -81.6% | +12.8% | -94.5% | -80.6% |
| 1Y | -85.7% | +15.4% | -101.1% | -84.6% |
| All | -85.7% | +15.2% | -100.9% | -84.6% |
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