-8.8%
LAW vs VT
+11.9%
-20.7%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.2% | +6.5% |
| 7D | +15.8% | +2.9% | +12.9% | +16.0% |
| 30D | +47.3% | -2.5% | +49.8% | +46.5% |
| 3M | +51.0% | -3.3% | +54.4% | +49.8% |
| 6M | +71.8% | +1.5% | +70.2% | +74.4% |
| YTD | -16.1% | +11.4% | -27.5% | -19.6% |
| 1Y | -8.8% | +11.9% | -20.7% | -12.8% |
| All | -8.8% | +11.9% | -20.7% | -12.8% |
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