-13.5%
HY price history and return analytics
+229.8%
-243.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.5% |
| 7D | -6.0% | -1.1% | -4.9% | -4.5% |
| 30D | -0.8% | -1.0% | +0.2% | +0.7% |
| 3M | -3.9% | +3.2% | -7.0% | -7.6% |
| 6M | +6.0% | +12.5% | -6.5% | -9.4% |
| YTD | +16.6% | +14.1% | +2.6% | -1.9% |
| 1Y | -5.1% | +18.9% | -24.0% | -24.5% |
| 3Y | -15.4% | +74.1% | -89.4% | -60.0% |
| 5Y | -28.0% | +66.9% | -94.8% | -63.6% |
| All | -13.5% | +229.8% | -243.2% | -82.1% |
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