-48.9%
LCUT vs VT
+57.9%
-106.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +1.6% | -1.6% | +3.2% | +3.2% |
| 30D | -6.4% | -2.5% | -3.9% | -4.0% |
| 3M | 0.0% | -1.3% | +1.3% | +1.4% |
| 6M | +27.8% | +3.1% | +24.7% | +23.3% |
| YTD | +121.3% | +10.9% | +110.4% | +97.3% |
| 1Y | +188.6% | +12.1% | +176.5% | +154.2% |
| 3Y | +68.8% | +73.9% | -5.1% | -2.2% |
| All | -48.9% | +57.9% | -106.7% | -67.6% |
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