+2,863.1%
LEU vs VT
+223.7%
+2,639.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +2.6% | +9.6% | +8.3% |
| 7D | +23.6% | +0.4% | +23.3% | +23.1% |
| 30D | -17.6% | -2.6% | -15.0% | -13.7% |
| 3M | -38.7% | -3.2% | -35.4% | -34.7% |
| 6M | -43.4% | +0.9% | -44.3% | -42.0% |
| YTD | -51.7% | +11.3% | -63.0% | -56.0% |
| 1Y | -60.1% | +14.0% | -74.1% | -64.6% |
| 3Y | +131.8% | +75.8% | +56.0% | +23.0% |
| 5Y | +58.6% | +57.8% | +0.8% | -0.6% |
| 10Y | +2,863.1% | +219.8% | +2,643.3% | +949.6% |
| All | +2,863.1% | +223.7% | +2,639.4% | +949.6% |
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