-89.2%
YANG price history and return analytics
+65.7%
-154.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | +1.6% |
| 7D | +12.6% | -1.1% | +13.8% | +9.2% |
| 30D | +6.9% | -1.0% | +7.9% | +3.9% |
| 3M | +0.1% | +3.2% | -3.1% | +9.3% |
| 6M | +10.4% | +12.5% | -2.1% | +62.1% |
| YTD | +25.3% | +14.1% | +11.3% | +95.8% |
| 1Y | +43.9% | +18.9% | +25.0% | +162.3% |
| 3Y | -82.9% | +74.1% | -157.0% | +32.9% |
| All | -89.2% | +65.7% | -154.9% | +31.0% |
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 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