-31.2%
LEN vs VT
+11.9%
-43.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.6% |
| 7D | -8.7% | +2.9% | -11.6% | -11.2% |
| 30D | +11.6% | -2.5% | +14.1% | +14.1% |
| 3M | -1.3% | -3.3% | +2.1% | +2.0% |
| 6M | -1.4% | +1.5% | -3.0% | -3.7% |
| YTD | -16.9% | +11.4% | -28.2% | -27.7% |
| 1Y | -31.2% | +11.9% | -43.1% | -40.4% |
| All | -31.2% | +11.9% | -43.0% | -40.4% |
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