+82.8%
YUMC price history and return analytics
+229.6%
-146.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -2.9% | -1.1% | -1.8% | -2.0% |
| 30D | -11.1% | -1.0% | -10.1% | -10.4% |
| 3M | -2.3% | +3.2% | -5.4% | -5.1% |
| 6M | -19.0% | +12.5% | -31.5% | -27.1% |
| YTD | -9.7% | +14.1% | -23.8% | -19.7% |
| 1Y | -4.5% | +18.9% | -23.4% | -18.2% |
| 3Y | -14.9% | +74.1% | -89.0% | -47.0% |
| 5Y | -26.2% | +66.9% | -93.0% | -52.4% |
| All | +82.8% | +229.6% | -146.7% | -6.3% |
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