+56.5%
LEXI vs VT
+57.4%
-0.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.1% |
| 7D | +0.1% | +0.4% | -0.3% | -0.3% |
| 30D | -2.4% | -2.6% | +0.2% | -0.2% |
| 3M | -3.3% | -3.2% | -0.1% | -0.6% |
| 6M | +1.1% | +0.9% | +0.1% | 0.0% |
| YTD | +11.7% | +11.3% | +0.4% | +1.4% |
| 1Y | +14.6% | +14.0% | +0.6% | +1.8% |
| 3Y | +71.6% | +75.8% | -4.3% | +4.0% |
| 5Y | +56.5% | +57.8% | -1.3% | +3.2% |
| All | +56.5% | +57.4% | -0.9% | +3.2% |
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 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