+20.9%
YOU price history and return analytics
+57.4%
-36.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -5.0% |
| 7D | +14.9% | +0.4% | +14.5% | +14.6% |
| 30D | +26.8% | -2.6% | +29.4% | +31.8% |
| 3M | +7.8% | -3.2% | +11.0% | +12.8% |
| 6M | -2.4% | +0.9% | -3.4% | -5.0% |
| YTD | +59.2% | +11.3% | +47.9% | +33.2% |
| 1Y | +55.4% | +14.0% | +41.4% | +24.7% |
| 3Y | +228.7% | +75.8% | +152.9% | +18.9% |
| 5Y | +20.9% | +57.8% | -37.0% | -38.5% |
| All | +20.9% | +57.4% | -36.5% | -38.5% |
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