+252.7%
LEU vs VT
+77.9%
+174.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.1% |
| 7D | -1.1% | +0.4% | -1.5% | -2.1% |
| 30D | -7.3% | +1.0% | -8.3% | -8.8% |
| 3M | -6.9% | +2.4% | -9.2% | -9.2% |
| 6M | -14.4% | +12.0% | -26.4% | -29.4% |
| YTD | -28.4% | +15.3% | -43.7% | -43.6% |
| 1Y | -12.6% | +22.6% | -35.2% | -37.5% |
| All | +252.7% | +77.9% | +174.9% | +64.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling