-97.3%
YOUL price history and return analytics
+22.5%
-119.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +1.0% |
| 7D | -41.5% | +0.4% | -41.9% | -40.6% |
| 30D | -62.9% | -2.6% | -60.3% | -61.3% |
| 3M | -67.8% | -3.2% | -64.6% | -66.2% |
| 6M | -86.3% | +0.9% | -87.2% | -85.9% |
| YTD | -90.6% | +11.3% | -101.9% | -90.6% |
| 1Y | -92.9% | +14.0% | -106.9% | -92.9% |
| All | -97.3% | +22.5% | -119.8% | -97.2% |
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