-97.4%
YXT vs VT
+46.4%
-143.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.5% |
| 7D | -4.4% | +0.4% | -4.8% | -4.4% |
| 30D | -88.8% | +1.0% | -89.7% | -88.8% |
| 3M | -36.2% | +2.4% | -38.5% | -36.6% |
| 6M | -62.6% | +12.0% | -74.6% | -65.3% |
| YTD | -67.1% | +15.3% | -82.5% | -70.2% |
| 1Y | -67.7% | +22.6% | -90.3% | -72.6% |
| All | -97.4% | +46.4% | -143.8% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling