+201.0%
YCS price history and return analytics
+605.9%
-404.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | -0.1% |
| 7D | -0.1% | -4.2% | +4.1% | +0.7% |
| 30D | +0.3% | -5.8% | +6.1% | +1.4% |
| 3M | +1.7% | -5.2% | +6.9% | +2.6% |
| 6M | +3.4% | +0.1% | +3.3% | +3.2% |
| YTD | +7.2% | +8.2% | -1.1% | +5.2% |
| 1Y | +12.1% | +10.1% | +1.9% | +9.6% |
| 3Y | +43.3% | +69.7% | -26.3% | +28.2% |
| 5Y | +170.4% | +53.4% | +117.0% | +146.3% |
| 10Y | +249.0% | +219.2% | +29.7% | +157.7% |
| All | +201.0% | +605.9% | -404.8% | +82.5% |
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