+233.0%
YORW price history and return analytics
+357.8%
-124.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -2.1% | +2.9% | -5.0% | -3.7% |
| 30D | +1.1% | -2.5% | +3.6% | +2.3% |
| 3M | -2.4% | -3.3% | +1.0% | -0.8% |
| 6M | +8.2% | +1.5% | +6.7% | +6.6% |
| YTD | +1.2% | +11.4% | -10.1% | -5.7% |
| 1Y | +1.5% | +11.9% | -10.4% | -5.7% |
| 3Y | -6.6% | +73.9% | -80.5% | -33.7% |
| 5Y | -27.6% | +57.9% | -85.5% | -46.4% |
| 10Y | +19.3% | +222.6% | -203.3% | -40.5% |
| All | +233.0% | +357.8% | -124.8% | +36.3% |
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