-100.0%
YHC price history and return analytics
+69.3%
-169.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.9% |
| 7D | -23.9% | -0.7% | -23.2% | -22.0% |
| 30D | +11.0% | -1.7% | +12.7% | +14.4% |
| 3M | +3.0% | -2.3% | +5.3% | +7.0% |
| 6M | -98.1% | +1.5% | -99.6% | -98.3% |
| YTD | -98.1% | +12.0% | -110.1% | -98.5% |
| 1Y | -98.0% | +12.9% | -110.9% | -98.5% |
| 3Y | -100.0% | +74.9% | -174.9% | -100.0% |
| All | -100.0% | +69.3% | -169.3% | -100.0% |
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