-70.1%
YSXT price history and return analytics
+36.8%
-106.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -0.5% | -16.8% | -17.2% |
| 7D | +5.7% | +1.0% | +4.7% | +5.6% |
| 30D | +25.2% | -0.2% | +25.5% | +25.3% |
| 3M | +29.0% | +4.5% | +24.5% | +28.7% |
| 6M | -6.5% | +14.1% | -20.6% | -6.8% |
| YTD | +3.2% | +14.8% | -11.6% | +3.0% |
| 1Y | -46.7% | +21.2% | -67.9% | -47.1% |
| All | -70.1% | +36.8% | -106.8% | -61.0% |
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