-57.5%
LBRDA vs VT
+79.4%
-136.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.4% |
| 7D | -0.9% | -0.9% | +0.1% | -0.2% |
| 30D | +18.5% | +3.0% | +15.4% | +15.7% |
| 3M | +3.4% | +4.0% | -0.5% | -0.1% |
| 6M | -32.7% | +9.3% | -42.0% | -37.8% |
| YTD | -25.5% | +14.7% | -40.1% | -34.4% |
| 1Y | -41.3% | +23.8% | -65.1% | -52.2% |
| All | -57.5% | +79.4% | -136.9% | -79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling