-17.5%
LCII vs VT
+53.2%
-70.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +3.4% |
| 7D | +3.6% | -4.2% | +7.7% | +9.0% |
| 30D | +24.7% | -5.8% | +30.5% | +34.1% |
| 3M | -3.3% | -5.2% | +2.0% | +3.2% |
| 6M | -6.5% | +0.1% | -6.7% | -7.4% |
| YTD | -12.9% | +8.2% | -21.1% | -22.2% |
| 1Y | -3.4% | +10.1% | -13.5% | -15.6% |
| 3Y | -1.4% | +69.7% | -71.1% | -51.7% |
| 5Y | -17.5% | +53.4% | -70.9% | -54.2% |
| All | -17.5% | +53.2% | -70.7% | -54.2% |
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