+48.4%
LCTD vs VT
+69.0%
-20.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +1.0% |
| 7D | -1.3% | -4.2% | +2.9% | +2.6% |
| 30D | -0.2% | -5.8% | +5.6% | +5.3% |
| 3M | -3.1% | -5.2% | +2.1% | +1.7% |
| 6M | +2.0% | +0.1% | +1.9% | +1.7% |
| YTD | +7.7% | +8.2% | -0.6% | +0.2% |
| 1Y | +11.4% | +10.1% | +1.3% | +2.0% |
| 3Y | +59.1% | +69.7% | -10.5% | -2.0% |
| 5Y | +39.2% | +53.4% | -14.2% | -6.2% |
| All | +48.4% | +69.0% | -20.6% | -9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling