-86.7%
LAW vs VT
+58.5%
-145.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.2% | +7.5% |
| 7D | +15.8% | +2.9% | +12.9% | +10.6% |
| 30D | +47.3% | -2.5% | +49.8% | +53.1% |
| 3M | +51.0% | -3.3% | +54.4% | +58.9% |
| 6M | +71.8% | +1.5% | +70.2% | +64.4% |
| YTD | -16.1% | +11.4% | -27.5% | -34.1% |
| 1Y | -8.8% | +11.9% | -20.7% | -29.1% |
| 3Y | +9.8% | +73.9% | -64.1% | -65.8% |
| 5Y | -86.7% | +57.9% | -144.5% | -94.2% |
| All | -86.7% | +58.5% | -145.2% | -94.2% |
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