-21.9%
YALA price history and return analytics
+124.6%
-146.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | +0.6% | +1.0% | -0.5% | -0.8% |
| 30D | -0.2% | -0.2% | +0.1% | +0.1% |
| 3M | +2.4% | +4.5% | -2.1% | -4.1% |
| 6M | -21.7% | +14.1% | -35.8% | -35.6% |
| YTD | -21.2% | +14.8% | -35.9% | -35.7% |
| 1Y | -26.0% | +21.2% | -47.2% | -44.3% |
| 3Y | +6.4% | +76.6% | -70.1% | -57.2% |
| 5Y | -44.2% | +66.6% | -110.8% | -72.7% |
| All | -21.9% | +124.6% | -146.5% | -73.3% |
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