-98.6%
YXT vs VT
+37.7%
-136.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -6.2% | -2.3% | -3.9% | -5.9% |
| 30D | -41.1% | -5.0% | -36.2% | -40.8% |
| 3M | -82.9% | -4.9% | -78.0% | -82.8% |
| 6M | -72.8% | -1.5% | -71.3% | -73.3% |
| YTD | -83.0% | +8.5% | -91.5% | -84.5% |
| 1Y | -85.2% | +11.4% | -96.6% | -86.9% |
| All | -98.6% | +37.7% | -136.3% | -99.1% |
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