-89.5%
YSG price history and return analytics
+63.7%
-153.2%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.3% | -5.0% |
| 7D | +9.7% | -2.0% | +11.7% | +12.8% |
| 30D | -22.2% | -1.4% | -20.7% | -20.7% |
| 3M | -14.2% | +4.7% | -18.9% | -20.0% |
| 6M | -31.9% | +11.4% | -43.3% | -41.2% |
| YTD | -33.2% | +13.1% | -46.2% | -43.5% |
| 1Y | -74.6% | +19.0% | -93.6% | -79.9% |
| 3Y | -42.9% | +73.9% | -116.8% | -74.1% |
| 5Y | -89.5% | +65.4% | -154.9% | -94.1% |
| All | -89.5% | +63.7% | -153.2% | -94.1% |
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