-26.5%
YB price history and return analytics
+39.0%
-65.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.1% | +4.7% | +4.9% |
| 7D | -4.6% | -0.7% | -3.9% | -4.0% |
| 30D | -7.9% | -1.7% | -6.1% | -6.6% |
| 3M | -21.2% | -2.3% | -18.9% | -19.8% |
| 6M | -25.8% | +1.5% | -27.3% | -26.9% |
| YTD | -42.1% | +12.0% | -54.2% | -49.7% |
| 1Y | -46.6% | +12.9% | -59.5% | -54.2% |
| All | -26.5% | +39.0% | -65.6% | -47.1% |
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