-97.5%
YOUL price history and return analytics
+21.9%
-119.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -6.9% |
| 7D | -54.2% | -0.1% | -54.1% | -53.3% |
| 30D | -65.7% | -3.1% | -62.6% | -64.0% |
| 3M | -69.3% | -3.5% | -65.8% | -67.7% |
| 6M | -87.3% | +0.5% | -87.7% | -86.9% |
| YTD | -91.3% | +10.8% | -102.1% | -91.3% |
| 1Y | -93.7% | +11.9% | -105.6% | -93.6% |
| All | -97.5% | +21.9% | -119.5% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling