+54.7%
YGLD price history and return analytics
+31.9%
+22.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.3% |
| 7D | +10.2% | +0.4% | +9.8% | +9.5% |
| 30D | -0.7% | -2.6% | +1.9% | +2.0% |
| 3M | -10.6% | -3.2% | -7.4% | -7.4% |
| 6M | -21.0% | +0.9% | -21.9% | -21.1% |
| YTD | -19.6% | +11.3% | -30.9% | -25.6% |
| 1Y | -12.2% | +14.0% | -26.2% | -20.1% |
| All | +54.7% | +31.9% | +22.9% | +28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling