+43.6%
YORW price history and return analytics
+226.9%
-183.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.4% |
| 7D | -2.9% | -2.0% | -0.9% | -1.5% |
| 30D | +2.6% | -1.4% | +4.0% | +3.6% |
| 3M | +11.0% | +4.7% | +6.3% | +7.1% |
| 6M | +5.9% | +11.4% | -5.5% | -2.7% |
| YTD | +6.3% | +13.1% | -6.8% | -3.7% |
| 1Y | +12.5% | +19.0% | -6.6% | -2.1% |
| 3Y | -10.8% | +73.9% | -84.7% | -43.3% |
| 5Y | -26.2% | +65.4% | -91.6% | -52.0% |
| All | +43.6% | +226.9% | -183.3% | -55.8% |
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 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