-69.8%
YSXT price history and return analytics
+34.7%
-104.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -5.1% | -2.0% | -3.1% | -4.8% |
| 30D | +32.4% | -1.4% | +33.8% | +32.7% |
| 3M | +23.2% | +4.7% | +18.5% | +23.3% |
| 6M | -5.1% | +11.4% | -16.5% | -5.1% |
| YTD | +4.0% | +13.1% | -9.1% | +4.1% |
| 1Y | -47.6% | +19.0% | -66.6% | -47.8% |
| All | -69.8% | +34.7% | -104.6% | -60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling