-98.6%
YXT vs VT
+37.4%
-136.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | -4.3% |
| 7D | 0.0% | -4.2% | +4.2% | +0.5% |
| 30D | -37.5% | -5.8% | -31.7% | -37.2% |
| 3M | -94.0% | -5.2% | -88.8% | -94.0% |
| 6M | -72.7% | +0.1% | -72.8% | -73.6% |
| YTD | -82.5% | +8.2% | -90.7% | -84.0% |
| 1Y | -86.0% | +10.1% | -96.1% | -87.5% |
| All | -98.6% | +37.4% | -136.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling