+67.7%
YMAG price history and return analytics
+59.3%
+8.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.0% |
| 7D | -0.7% | -2.0% | +1.3% | +1.6% |
| 30D | +1.4% | -1.4% | +2.8% | +3.0% |
| 3M | +5.9% | +4.7% | +1.2% | +0.4% |
| 6M | +8.5% | +11.4% | -2.8% | -4.5% |
| YTD | +3.9% | +13.1% | -9.2% | -10.4% |
| 1Y | +12.2% | +19.0% | -6.8% | -9.2% |
| All | +67.7% | +59.3% | +8.3% | -6.1% |
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