-25.6%
YCL price history and return analytics
+76.6%
-102.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +2.9% |
| 7D | +7.8% | +1.0% | +6.8% | +7.7% |
| 30D | +4.3% | -0.2% | +4.5% | +4.3% |
| 3M | +7.1% | +4.5% | +2.6% | +7.0% |
| 6M | +3.0% | +14.1% | -11.1% | +2.9% |
| YTD | +0.5% | +14.8% | -14.3% | +0.6% |
| 1Y | -12.7% | +21.2% | -33.9% | -12.1% |
| 3Y | -25.6% | +76.6% | -102.1% | -30.1% |
| All | -25.6% | +76.6% | -102.2% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling