-57.7%
YIBO price history and return analytics
+61.5%
-119.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | -4.8% | -0.1% | -4.7% | -4.7% |
| 30D | 0.0% | -0.7% | +0.7% | +0.6% |
| 3M | +18.0% | +4.0% | +14.0% | +13.0% |
| 6M | +18.0% | +12.3% | +5.7% | +2.9% |
| YTD | +24.2% | +14.0% | +10.2% | +6.4% |
| 1Y | -21.3% | +20.3% | -41.6% | -36.6% |
| All | -57.7% | +61.5% | -119.3% | -74.8% |
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