-97.4%
YXT price history and return analytics
+45.7%
-143.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.3% |
| 7D | -1.9% | +1.0% | -2.9% | -1.9% |
| 30D | -57.0% | -0.2% | -56.8% | -57.0% |
| 3M | -37.3% | +4.5% | -41.9% | -38.2% |
| 6M | -57.1% | +14.1% | -71.2% | -61.0% |
| YTD | -67.9% | +14.8% | -82.6% | -70.9% |
| 1Y | -68.3% | +21.2% | -89.5% | -72.9% |
| All | -97.4% | +45.7% | -143.1% | -98.3% |
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 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