-83.8%
YHGJ price history and return analytics
+74.2%
-158.1%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | +0.2% |
| 7D | -8.0% | -1.1% | -6.9% | -8.2% |
| 30D | -23.4% | -1.0% | -22.4% | -23.5% |
| 3M | -26.2% | +3.2% | -29.3% | -25.7% |
| 6M | -12.0% | +12.5% | -24.4% | -9.6% |
| YTD | -27.0% | +14.1% | -41.1% | -24.5% |
| 1Y | -57.3% | +18.9% | -76.2% | -54.7% |
| 3Y | -83.8% | +74.1% | -157.9% | -83.6% |
| All | -83.8% | +74.2% | -158.1% | -83.6% |
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