-88.6%
LEU vs VT
+371.8%
-460.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +7.3% |
| 7D | +10.2% | +1.0% | +9.2% | +8.8% |
| 30D | -3.1% | -0.2% | -2.8% | -2.5% |
| 3M | +13.3% | +4.5% | +8.8% | +8.8% |
| 6M | -1.8% | +14.1% | -15.8% | -13.9% |
| YTD | -23.6% | +14.8% | -38.3% | -33.0% |
| 1Y | -9.4% | +21.2% | -30.5% | -24.7% |
| 3Y | +262.8% | +76.6% | +186.2% | +99.8% |
| 5Y | +486.4% | +66.6% | +419.8% | +281.1% |
| 10Y | +5,262.1% | +222.3% | +5,039.9% | +1,535.3% |
| All | -88.6% | +371.8% | -460.4% | -97.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling