-73.6%
YCL price history and return analytics
+224.4%
-297.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -1.2% |
| 7D | -1.9% | -0.7% | -1.2% | -2.0% |
| 30D | -2.0% | -1.7% | -0.2% | -2.1% |
| 3M | -1.6% | -2.3% | +0.7% | -1.8% |
| 6M | -5.2% | +1.5% | -6.7% | -5.1% |
| YTD | -7.2% | +12.0% | -19.3% | -6.2% |
| 1Y | -11.1% | +12.9% | -24.0% | -10.1% |
| 3Y | -26.8% | +74.9% | -101.7% | -22.3% |
| 5Y | -63.4% | +59.9% | -123.3% | -62.2% |
| 10Y | -73.6% | +224.6% | -298.2% | -66.6% |
| All | -73.6% | +224.4% | -297.9% | -66.6% |
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