+46.0%
LEGH vs VT
+66.2%
-20.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.3% |
| 3M | +21.3% | +2.4% | +18.9% | +18.3% |
| 6M | +33.4% | +12.0% | +21.4% | +19.9% |
| YTD | +45.5% | +15.3% | +30.2% | +27.2% |
| 1Y | +0.7% | +22.6% | -21.8% | -17.2% |
| 3Y | +23.4% | +74.7% | -51.3% | -28.6% |
| All | +46.0% | +66.2% | -20.2% | -7.6% |
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