-72.7%
LEXX vs VT
+13.0%
-85.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -1.0% |
| 7D | +24.7% | +0.4% | +24.4% | +23.9% |
| 30D | +36.7% | -2.6% | +39.3% | +39.4% |
| 3M | -13.9% | -3.2% | -10.6% | -11.4% |
| 6M | -50.4% | +0.9% | -51.3% | -49.7% |
| YTD | -50.9% | +11.3% | -62.3% | -53.9% |
| All | -72.7% | +13.0% | -85.7% | -74.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling