-8.5%
YB price history and return analytics
+42.4%
-50.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.4% |
| 7D | -1.1% | +1.0% | -2.1% | -1.8% |
| 30D | -3.3% | -0.2% | -3.0% | -3.1% |
| 3M | -1.6% | +4.5% | -6.2% | -5.1% |
| 6M | -27.4% | +14.1% | -41.4% | -36.8% |
| YTD | -27.9% | +14.8% | -42.7% | -38.5% |
| 1Y | -37.5% | +21.2% | -58.7% | -50.8% |
| All | -8.5% | +42.4% | -50.9% | -35.2% |
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