+6.3%
YALA price history and return analytics
+72.7%
-66.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.5% |
| 7D | -0.7% | -2.0% | +1.3% | +0.9% |
| 30D | +1.1% | -1.4% | +2.5% | +2.2% |
| 3M | +0.9% | +4.7% | -3.8% | -3.1% |
| 6M | -16.6% | +11.4% | -27.9% | -24.2% |
| YTD | -21.6% | +13.1% | -34.7% | -29.7% |
| 1Y | -26.8% | +19.0% | -45.8% | -37.1% |
| All | +6.3% | +72.7% | -66.4% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling