-69.8%
LEGN vs VT
+75.6%
-145.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.4% | -5.1% |
| 7D | -14.2% | -0.7% | -13.5% | -13.8% |
| 30D | +9.8% | -1.7% | +11.5% | +11.1% |
| 3M | -10.5% | -2.3% | -8.2% | -9.0% |
| 6M | -23.6% | +1.5% | -25.1% | -24.6% |
| YTD | -10.1% | +12.0% | -22.2% | -17.9% |
| 1Y | -39.0% | +12.9% | -51.9% | -44.6% |
| All | -69.8% | +75.6% | -145.4% | -77.5% |
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