+57.1%
YOU price history and return analytics
+67.8%
-10.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -2.2% |
| 7D | -6.2% | -0.7% | -5.5% | -5.5% |
| 30D | +30.5% | -1.7% | +32.2% | +33.9% |
| 3M | +15.2% | -2.3% | +17.5% | +18.9% |
| 6M | -2.0% | +1.5% | -3.5% | -5.4% |
| YTD | +60.2% | +12.0% | +48.1% | +32.4% |
| 1Y | +51.4% | +12.9% | +38.5% | +23.2% |
| 3Y | +216.2% | +74.9% | +141.3% | +14.8% |
| 5Y | +35.9% | +59.9% | -24.0% | -33.1% |
| All | +57.1% | +67.8% | -10.7% | -28.3% |
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 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