-1.4%
LEN vs VT
+53.2%
-54.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +3.9% |
| 7D | +7.2% | -4.2% | +11.3% | +12.3% |
| 30D | +19.1% | -5.8% | +24.9% | +27.0% |
| 3M | +4.9% | -5.2% | +10.1% | +11.2% |
| 6M | +7.6% | +0.1% | +7.5% | +7.1% |
| YTD | -8.9% | +8.2% | -17.1% | -17.3% |
| 1Y | -22.7% | +10.1% | -32.8% | -31.2% |
| 3Y | -16.8% | +69.7% | -86.5% | -57.1% |
| 5Y | -1.4% | +53.4% | -54.7% | -40.5% |
| All | -1.4% | +53.2% | -54.5% | -40.5% |
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