+31.6%
LEGH vs VT
+75.0%
-43.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.2% | +0.4% | -0.2% | -0.2% |
| 30D | +3.2% | +1.0% | +2.3% | +2.4% |
| 3M | +21.3% | +2.4% | +18.9% | +18.4% |
| 6M | +33.4% | +12.0% | +21.4% | +20.4% |
| YTD | +45.5% | +15.3% | +30.2% | +27.9% |
| 1Y | +0.7% | +22.6% | -21.8% | -16.5% |
| All | +31.6% | +75.0% | -43.3% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling