-93.6%
LAW vs VT
+66.2%
-159.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -2.9% |
| 7D | -2.3% | +0.4% | -2.8% | -3.0% |
| 30D | +4.7% | +1.0% | +3.7% | +3.1% |
| 3M | +8.2% | +2.4% | +5.8% | +3.0% |
| 6M | +1.2% | +12.0% | -10.8% | -19.5% |
| YTD | -45.4% | +15.3% | -60.7% | -59.4% |
| 1Y | -22.9% | +22.6% | -45.5% | -49.1% |
| 3Y | -55.0% | +74.7% | -129.7% | -85.8% |
| All | -93.6% | +66.2% | -159.7% | -97.5% |
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 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