+184.7%
LCTX vs VT
+374.2%
-189.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -2.7% | +0.4% | -3.1% | -3.1% |
| 30D | -5.3% | +1.0% | -6.2% | -6.2% |
| 3M | -10.7% | +2.4% | -13.1% | -13.0% |
| 6M | -44.6% | +12.0% | -56.6% | -50.6% |
| YTD | -35.3% | +15.3% | -50.7% | -44.0% |
| 1Y | -10.0% | +22.6% | -32.6% | -26.4% |
| 3Y | -19.4% | +74.7% | -94.1% | -53.7% |
| 5Y | -61.3% | +66.1% | -127.4% | -76.2% |
| 10Y | -56.7% | +225.0% | -281.7% | -84.6% |
| All | +184.7% | +374.2% | -189.5% | -27.4% |
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