-83.7%
YCL price history and return analytics
+618.2%
-701.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +1.2% |
| 7D | -0.1% | +0.4% | -0.4% | 0.0% |
| 30D | -0.1% | -2.6% | +2.5% | -0.5% |
| 3M | -1.3% | -3.2% | +1.9% | -1.8% |
| 6M | -3.5% | +0.9% | -4.4% | -3.3% |
| YTD | -4.9% | +11.3% | -16.2% | -3.1% |
| 1Y | -9.7% | +14.0% | -23.7% | -7.6% |
| 3Y | -25.2% | +75.8% | -101.0% | -16.8% |
| 5Y | -63.3% | +57.8% | -121.1% | -60.2% |
| 10Y | -73.4% | +219.8% | -293.2% | -64.9% |
| All | -83.7% | +618.2% | -701.9% | -73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling