-3.3%
LEVI vs VT
+53.4%
-56.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | +1.6% | -2.3% | +4.0% | +4.9% |
| 30D | +18.1% | -5.0% | +23.1% | +26.4% |
| 3M | -5.2% | -4.9% | -0.3% | +1.4% |
| 6M | +0.7% | -1.5% | +2.3% | +2.2% |
| YTD | +13.3% | +8.5% | +4.8% | +0.5% |
| 1Y | +17.4% | +11.4% | +6.0% | +0.3% |
| 3Y | +69.2% | +70.1% | -0.9% | -19.1% |
| All | -3.3% | +53.4% | -56.7% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling