-97.8%
YOUL price history and return analytics
+22.6%
-120.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.6% | -6.9% | -6.8% |
| 7D | -15.3% | +2.9% | -18.2% | -17.9% |
| 30D | -64.1% | -2.5% | -61.6% | -62.6% |
| 3M | -76.6% | -3.3% | -73.3% | -75.5% |
| 6M | -87.1% | +1.5% | -88.6% | -86.8% |
| YTD | -92.2% | +11.4% | -103.6% | -92.2% |
| 1Y | -94.3% | +11.9% | -106.2% | -94.3% |
| All | -97.8% | +22.6% | -120.4% | -97.7% |
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