-94.8%
YRD price history and return analytics
+229.8%
-324.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.5% |
| 7D | -1.0% | -1.1% | +0.1% | +0.4% |
| 30D | -15.8% | -1.0% | -14.8% | -14.7% |
| 3M | -15.8% | +3.2% | -19.0% | -19.1% |
| 6M | -72.5% | +12.5% | -85.0% | -76.4% |
| YTD | -72.7% | +14.1% | -86.8% | -77.0% |
| 1Y | -83.2% | +18.9% | -102.1% | -86.5% |
| 3Y | -57.2% | +74.1% | -131.3% | -79.0% |
| 5Y | -69.4% | +66.9% | -136.3% | -83.6% |
| All | -94.8% | +229.8% | -324.6% | -98.7% |
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