+50.0%
LCTD vs VT
+73.4%
-23.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +1.9% | +2.4% | -0.4% | -0.2% |
| 30D | +1.9% | -1.5% | +3.4% | +3.2% |
| 3M | -3.5% | -4.1% | +0.6% | +0.2% |
| 6M | +2.2% | +0.6% | +1.7% | +1.6% |
| YTD | +8.8% | +11.0% | -2.2% | -1.1% |
| 1Y | +11.5% | +13.3% | -1.8% | -0.5% |
| 3Y | +61.5% | +73.4% | -11.9% | -2.5% |
| 5Y | +41.2% | +57.4% | -16.3% | -7.1% |
| All | +50.0% | +73.4% | -23.4% | -10.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling