-99.8%
YJ price history and return analytics
+139.4%
-239.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.5% | +7.5% |
| 7D | +18.8% | +2.4% | +16.4% | +16.7% |
| 30D | -17.4% | -1.5% | -15.9% | -16.6% |
| 3M | -31.4% | -4.1% | -27.3% | -28.9% |
| 6M | -28.9% | +0.6% | -29.4% | -28.4% |
| YTD | +12.7% | +11.0% | +1.7% | +4.5% |
| 1Y | -21.8% | +13.3% | -35.1% | -28.6% |
| 3Y | -53.8% | +73.4% | -127.2% | -69.8% |
| 5Y | -96.2% | +57.4% | -153.6% | -97.3% |
| All | -99.8% | +139.4% | -239.1% | -99.9% |
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