-15.4%
LAW vs VT
+12.5%
-27.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | +10.4% | -0.1% | +10.6% | +10.5% |
| 30D | +29.2% | -3.1% | +32.2% | +28.5% |
| 3M | +36.9% | -3.5% | +40.4% | +36.0% |
| 6M | +38.6% | +0.5% | +38.1% | +40.4% |
| YTD | -26.4% | +10.8% | -37.2% | -29.6% |
| 1Y | -15.4% | +11.9% | -27.3% | -19.8% |
| All | -15.4% | +12.5% | -27.9% | -19.8% |
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