-71.7%
LEU vs VT
+15.2%
-86.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -9.0% |
| 7D | -17.3% | -0.3% | -17.0% | -16.5% |
| 30D | -34.5% | -1.4% | -33.1% | -30.6% |
| 3M | -51.1% | -1.4% | -49.7% | -47.6% |
| 6M | -55.3% | +5.5% | -60.7% | -59.6% |
| YTD | -61.9% | +12.8% | -74.7% | -71.6% |
| 1Y | -71.7% | +15.4% | -87.1% | -80.4% |
| All | -71.7% | +15.2% | -86.9% | -80.4% |
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