+23.2%
YOU price history and return analytics
+71.9%
-48.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | +1.5% | +1.0% | +0.5% | 0.0% |
| 30D | -15.0% | -0.2% | -14.8% | -14.8% |
| 3M | -20.5% | +4.5% | -25.0% | -26.1% |
| 6M | -4.6% | +14.1% | -18.7% | -23.0% |
| YTD | +25.6% | +14.8% | +10.8% | +0.4% |
| 1Y | +27.6% | +21.2% | +6.4% | -7.0% |
| 3Y | +127.7% | +76.6% | +51.2% | -17.4% |
| 5Y | +6.4% | +66.6% | -60.2% | -51.4% |
| All | +23.2% | +71.9% | -48.7% | -45.6% |
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