+40.9%
LEGH vs VT
+15.2%
+25.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +2.5% |
| 7D | +11.9% | -0.3% | +12.2% | +12.1% |
| 30D | +8.8% | -1.4% | +10.3% | +10.2% |
| 3M | +16.6% | -1.4% | +18.0% | +18.0% |
| 6M | +54.9% | +5.5% | +49.5% | +45.9% |
| YTD | +62.8% | +12.8% | +50.0% | +45.1% |
| 1Y | +40.9% | +15.4% | +25.5% | +24.0% |
| All | +40.9% | +15.2% | +25.7% | +24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling