-43.9%
YELP price history and return analytics
+229.8%
-273.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.5% |
| 7D | -1.8% | -1.1% | -0.6% | -0.4% |
| 30D | -10.0% | -1.0% | -9.0% | -8.9% |
| 3M | -7.6% | +3.2% | -10.7% | -11.8% |
| 6M | -13.8% | +12.5% | -26.3% | -27.5% |
| YTD | -30.0% | +14.1% | -44.0% | -42.3% |
| 1Y | -33.0% | +18.9% | -51.9% | -47.8% |
| 3Y | -51.6% | +74.1% | -125.7% | -77.9% |
| 5Y | -40.5% | +66.9% | -107.4% | -70.8% |
| All | -43.9% | +229.8% | -273.7% | -88.1% |
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 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