-70.4%
LAC vs VT
+83.4%
-153.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.3% | +0.4% | -2.7% | -3.2% |
| 30D | -2.9% | +1.0% | -3.9% | -4.5% |
| 3M | -41.2% | +2.4% | -43.6% | -43.3% |
| 6M | -37.6% | +12.0% | -49.6% | -49.0% |
| YTD | -31.2% | +15.3% | -46.5% | -46.4% |
| 1Y | +7.5% | +22.6% | -15.1% | -25.4% |
| All | -70.4% | +83.4% | -153.8% | -93.0% |
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