-41.0%
LCUT vs VT
+66.2%
-107.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -3.8% | +0.4% | -4.2% | -4.2% |
| 30D | +5.3% | +1.0% | +4.4% | +4.2% |
| 3M | -4.8% | +2.4% | -7.2% | -7.1% |
| 6M | +180.4% | +12.0% | +168.4% | +147.4% |
| YTD | +130.1% | +15.3% | +114.7% | +97.0% |
| 1Y | +114.5% | +22.6% | +92.0% | +72.4% |
| 3Y | +52.4% | +74.7% | -22.3% | -12.5% |
| All | -41.0% | +66.2% | -107.2% | -64.6% |
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 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