-89.5%
LAW vs VT
+53.4%
-142.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.3% |
| 7D | +8.0% | -2.3% | +10.3% | +12.1% |
| 30D | +31.6% | -5.0% | +36.6% | +42.6% |
| 3M | +30.4% | -4.9% | +35.3% | +40.9% |
| 6M | +52.2% | -1.5% | +53.7% | +53.0% |
| YTD | -27.1% | +8.5% | -35.5% | -40.2% |
| 1Y | -17.0% | +11.4% | -28.4% | -35.4% |
| 3Y | -5.5% | +70.1% | -75.6% | -69.6% |
| All | -89.5% | +53.4% | -142.9% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling