-46.8%
LCUT vs VT
+59.7%
-106.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +3.0% |
| 7D | +8.4% | -0.3% | +8.7% | +8.8% |
| 30D | -1.4% | -1.4% | +0.1% | +0.1% |
| 3M | +3.4% | -1.4% | +4.8% | +5.0% |
| 6M | +51.0% | +5.5% | +45.5% | +42.3% |
| YTD | +131.8% | +12.8% | +118.9% | +103.2% |
| 1Y | +207.2% | +15.4% | +191.8% | +162.7% |
| 3Y | +76.8% | +76.9% | -0.1% | +0.8% |
| All | -46.8% | +59.7% | -106.5% | -66.8% |
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