-72.4%
LEXX vs VT
+13.3%
-85.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.7% |
| 7D | +14.0% | -0.7% | +14.7% | +14.4% |
| 30D | +41.9% | -1.7% | +43.6% | +43.6% |
| 3M | -19.9% | -2.3% | -17.6% | -18.0% |
| 6M | -48.9% | +1.5% | -50.4% | -48.4% |
| YTD | -49.9% | +12.0% | -61.9% | -53.1% |
| 1Y | -72.4% | +12.9% | -85.3% | -74.7% |
| All | -72.4% | +13.3% | -85.6% | -74.7% |
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