-52.4%
YELP price history and return analytics
+72.7%
-125.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +3.0% |
| 7D | -5.4% | -2.0% | -3.4% | -4.0% |
| 30D | -11.3% | -1.4% | -9.8% | -10.4% |
| 3M | -13.7% | +4.7% | -18.4% | -17.1% |
| 6M | -13.2% | +11.4% | -24.6% | -21.4% |
| YTD | -31.1% | +13.1% | -44.1% | -38.6% |
| 1Y | -32.9% | +19.0% | -51.9% | -43.1% |
| All | -52.4% | +72.7% | -125.1% | -73.9% |
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