-97.1%
YSG price history and return analytics
+105.6%
-202.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.7% |
| 7D | -0.4% | -1.1% | +0.7% | +1.2% |
| 30D | -21.1% | -1.0% | -20.1% | -20.1% |
| 3M | -15.6% | +3.2% | -18.8% | -19.6% |
| 6M | -37.2% | +12.5% | -49.7% | -46.5% |
| YTD | -31.9% | +14.1% | -45.9% | -43.1% |
| 1Y | -75.0% | +18.9% | -93.9% | -80.2% |
| 3Y | -46.5% | +74.1% | -120.6% | -75.7% |
| 5Y | -89.3% | +66.9% | -156.2% | -94.4% |
| All | -97.1% | +105.6% | -202.7% | -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