+391.6%
LECO vs VT
+215.5%
+176.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.9% |
| 7D | -0.6% | -2.3% | +1.8% | +1.8% |
| 30D | +4.6% | -5.0% | +9.6% | +10.4% |
| 3M | -1.0% | -4.9% | +3.9% | +4.5% |
| 6M | +0.8% | -1.5% | +2.3% | +2.4% |
| YTD | +16.0% | +8.5% | +7.5% | +6.3% |
| 1Y | +22.8% | +11.4% | +11.4% | +9.6% |
| 3Y | +56.8% | +70.1% | -13.3% | -9.6% |
| 5Y | +106.6% | +53.7% | +52.9% | +32.3% |
| All | +391.6% | +215.5% | +176.1% | +59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling