+82.7%
YUMC price history and return analytics
+226.7%
-144.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | 0.0% |
| 7D | -3.2% | -2.0% | -1.2% | -1.6% |
| 30D | -10.6% | -1.4% | -9.2% | -9.6% |
| 3M | -2.8% | +4.7% | -7.6% | -6.8% |
| 6M | -19.4% | +11.4% | -30.7% | -26.8% |
| YTD | -9.8% | +13.1% | -22.8% | -19.2% |
| 1Y | -2.9% | +19.0% | -21.9% | -16.9% |
| 3Y | -14.3% | +73.9% | -88.3% | -46.6% |
| 5Y | -26.2% | +65.4% | -91.6% | -52.1% |
| All | +82.7% | +226.7% | -144.0% | -5.6% |
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 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