+13.6%
YNOT price history and return analytics
+22.5%
-8.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +0.3% |
| 7D | -2.3% | +0.4% | -2.6% | -2.6% |
| 30D | -15.5% | -2.6% | -12.9% | -11.2% |
| 3M | -12.6% | -3.2% | -9.4% | -7.1% |
| 6M | -13.0% | +0.9% | -13.9% | -13.1% |
| YTD | +1.6% | +11.3% | -9.7% | -12.4% |
| 1Y | -0.5% | +14.0% | -14.5% | -17.2% |
| All | +13.6% | +22.5% | -8.9% | -12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling