+196.3%
CYD price history and return analytics
+63.7%
+132.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.9% |
| 7D | -4.7% | -2.0% | -2.7% | -3.1% |
| 30D | -23.2% | -1.4% | -21.8% | -22.2% |
| 3M | -23.6% | +4.7% | -28.3% | -26.3% |
| 6M | -15.6% | +11.4% | -27.0% | -22.0% |
| YTD | +3.1% | +13.1% | -9.9% | -5.7% |
| 1Y | -1.2% | +19.0% | -20.2% | -12.7% |
| 3Y | +251.0% | +73.9% | +177.0% | +134.1% |
| 5Y | +196.3% | +65.4% | +130.9% | +107.1% |
| All | +196.3% | +63.7% | +132.6% | +107.1% |
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