-64.4%
LEGN vs VT
+57.0%
-121.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.3% |
| 7D | -25.2% | +2.4% | -27.6% | -26.7% |
| 30D | -8.1% | -1.5% | -6.6% | -6.7% |
| 3M | -13.7% | -4.1% | -9.5% | -10.3% |
| 6M | -39.0% | +0.6% | -39.5% | -39.4% |
| YTD | -19.5% | +11.0% | -30.5% | -27.5% |
| 1Y | -43.6% | +13.3% | -56.9% | -50.1% |
| 3Y | -72.9% | +73.4% | -146.3% | -84.4% |
| All | -64.4% | +57.0% | -121.4% | -75.5% |
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 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