-54.6%
YEXT price history and return analytics
+200.0%
-254.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.8% |
| 7D | -7.0% | -0.1% | -6.9% | -6.9% |
| 30D | +5.7% | -0.7% | +6.4% | +6.6% |
| 3M | +59.8% | +4.0% | +55.8% | +51.5% |
| 6M | +8.0% | +12.3% | -4.3% | -7.1% |
| YTD | -24.4% | +14.0% | -38.5% | -36.5% |
| 1Y | -29.5% | +20.3% | -49.8% | -44.7% |
| 3Y | -10.6% | +75.4% | -86.0% | -57.2% |
| 5Y | -52.6% | +66.0% | -118.5% | -74.9% |
| All | -54.6% | +200.0% | -254.6% | -86.7% |
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