-87.7%
LEUX vs VT
+0.4%
-88.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -4.1% | -3.5% | +21.1% |
| 7D | -36.3% | -4.2% | -32.1% | -16.4% |
| 30D | -69.1% | -5.8% | -63.3% | -51.0% |
| 3M | -81.6% | -5.2% | -76.4% | -70.7% |
| 6M | -87.7% | +0.1% | -87.9% | -85.6% |
| All | -87.7% | +0.4% | -88.2% | -85.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling