-62.3%
LEU vs VT
+10.5%
-72.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.5% | +0.2% | +17.3% | +16.8% |
| 7D | +1.3% | -2.3% | +3.6% | +7.8% |
| 30D | -28.9% | -5.0% | -24.0% | -16.1% |
| 3M | -41.2% | -4.9% | -36.4% | -30.0% |
| 6M | -54.8% | -1.5% | -53.2% | -50.0% |
| YTD | -56.9% | +8.5% | -65.4% | -63.0% |
| 1Y | -62.3% | +11.4% | -73.7% | -69.8% |
| All | -62.3% | +10.5% | -72.8% | -69.8% |
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