-67.6%
LAC vs VT
+11.9%
-79.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.3% | -8.3% | -7.9% |
| 7D | -22.8% | +2.4% | -25.2% | -27.3% |
| 30D | -28.0% | -1.5% | -26.5% | -25.4% |
| 3M | -56.6% | -4.1% | -52.4% | -51.5% |
| 6M | -72.8% | +0.6% | -73.4% | -72.8% |
| YTD | -65.8% | +11.0% | -76.9% | -71.7% |
| 1Y | -67.6% | +13.3% | -81.0% | -74.0% |
| All | -67.6% | +11.9% | -79.5% | -74.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling