+29.0%
LANDO vs VT
+69.7%
-40.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +2.8% | -2.3% | +5.1% | +3.3% |
| 30D | -3.5% | -5.0% | +1.4% | -2.7% |
| 3M | -11.4% | -4.9% | -6.5% | -10.6% |
| 6M | -5.9% | -1.5% | -4.4% | -5.7% |
| YTD | +8.7% | +8.5% | +0.2% | +7.3% |
| 1Y | +3.4% | +11.4% | -8.0% | +1.5% |
| 3Y | +29.0% | +70.1% | -41.1% | +15.5% |
| All | +29.0% | +69.7% | -40.8% | +15.5% |
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