+4,925.7%
LEU vs VT
+224.5%
+4,701.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -1.1% | +0.4% | -1.5% | -1.7% |
| 30D | -7.3% | +1.0% | -8.3% | -8.2% |
| 3M | -6.9% | +2.4% | -9.2% | -8.0% |
| 6M | -14.4% | +12.0% | -26.4% | -24.4% |
| YTD | -28.4% | +15.3% | -43.7% | -38.7% |
| 1Y | -12.6% | +22.6% | -35.2% | -30.2% |
| 3Y | +254.2% | +74.7% | +179.6% | +86.9% |
| 5Y | +449.9% | +66.1% | +383.8% | +222.2% |
| All | +4,925.7% | +224.5% | +4,701.2% | +1,631.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling