+202.9%
LB vs VT
+45.2%
+157.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.7% | -14.0% | -14.5% |
| 7D | -15.6% | -0.3% | -15.3% | -15.6% |
| 30D | -17.1% | -1.4% | -15.7% | -15.8% |
| 3M | -5.9% | -1.4% | -4.5% | -4.6% |
| 6M | +6.8% | +5.5% | +1.3% | -2.6% |
| YTD | +42.0% | +12.8% | +29.2% | +14.7% |
| 1Y | +18.1% | +15.4% | +2.7% | -7.9% |
| All | +202.9% | +45.2% | +157.7% | +76.1% |
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