+13.9%
LAR vs VT
+10.5%
+3.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +3.8% |
| 7D | +4.2% | -2.3% | +6.5% | +9.9% |
| 30D | -20.9% | -5.0% | -15.9% | -9.6% |
| 3M | -35.5% | -4.9% | -30.6% | -26.2% |
| 6M | -62.8% | -1.5% | -61.3% | -60.3% |
| YTD | -23.8% | +8.5% | -32.3% | -28.6% |
| 1Y | +13.9% | +11.4% | +2.6% | +5.0% |
| All | +13.9% | +10.5% | +3.4% | +5.0% |
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