-72.8%
YCL price history and return analytics
+222.7%
-295.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | 0.0% |
| 7D | -2.6% | +2.9% | -5.5% | -2.4% |
| 30D | -1.9% | -2.5% | +0.6% | -2.1% |
| 3M | -1.1% | -3.3% | +2.2% | -1.4% |
| 6M | -4.7% | +1.5% | -6.3% | -4.6% |
| YTD | -7.2% | +11.4% | -18.5% | -6.2% |
| 1Y | -10.5% | +11.9% | -22.4% | -9.6% |
| 3Y | -26.7% | +73.9% | -100.6% | -22.3% |
| 5Y | -63.5% | +57.9% | -121.4% | -62.4% |
| All | -72.8% | +222.7% | -295.5% | -65.3% |
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 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