-100.0%
YARW price history and return analytics
+140.4%
-240.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -2.9% | -0.1% | -2.8% | -2.8% |
| 30D | -30.6% | -0.7% | -30.0% | -30.2% |
| 3M | +53.7% | +4.0% | +49.7% | +46.9% |
| 6M | +74.8% | +12.3% | +62.5% | +52.9% |
| YTD | +77.8% | +14.0% | +63.8% | +52.3% |
| 1Y | +259.4% | +20.3% | +239.1% | +189.3% |
| 3Y | -75.1% | +75.4% | -150.5% | -86.5% |
| 5Y | -96.4% | +66.0% | -162.4% | -97.9% |
| All | -100.0% | +140.4% | -240.3% | -100.0% |
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 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