-94.3%
LEU vs VT
+363.9%
-458.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -5.4% |
| 7D | -17.3% | -0.3% | -17.0% | -17.0% |
| 30D | -34.5% | -1.4% | -33.1% | -33.0% |
| 3M | -51.1% | -1.4% | -49.7% | -49.6% |
| 6M | -55.3% | +5.5% | -60.7% | -56.7% |
| YTD | -61.9% | +12.8% | -74.7% | -65.5% |
| 1Y | -71.7% | +15.4% | -87.1% | -75.0% |
| 3Y | +68.7% | +76.9% | -8.2% | -6.4% |
| 5Y | +31.7% | +60.4% | -28.7% | -10.3% |
| 10Y | +2,255.7% | +232.8% | +2,022.9% | +601.1% |
| All | -94.3% | +363.9% | -458.2% | -98.6% |
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 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