-21.4%
YALA price history and return analytics
+123.2%
-144.7%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.1% |
| 7D | +0.4% | -1.1% | +1.5% | +1.9% |
| 30D | +1.7% | -1.0% | +2.6% | +2.9% |
| 3M | +2.0% | +3.2% | -1.1% | -2.6% |
| 6M | -16.3% | +12.5% | -28.8% | -29.7% |
| YTD | -20.7% | +14.1% | -34.8% | -34.9% |
| 1Y | -26.7% | +18.9% | -45.6% | -43.3% |
| 3Y | +7.4% | +74.1% | -66.7% | -55.8% |
| 5Y | -42.5% | +66.9% | -109.3% | -72.0% |
| All | -21.4% | +123.2% | -144.7% | -73.0% |
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