-98.8%
YXT vs VT
+42.2%
-141.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | -16.3% | -0.7% | -15.6% | -16.2% |
| 30D | -39.7% | -1.7% | -38.0% | -39.5% |
| 3M | -76.2% | -2.3% | -73.9% | -76.1% |
| 6M | -76.2% | +1.5% | -77.7% | -76.6% |
| YTD | -84.6% | +12.0% | -96.7% | -86.0% |
| 1Y | -84.6% | +12.9% | -97.5% | -86.1% |
| All | -98.8% | +42.2% | -141.0% | -99.2% |
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 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