+9.4%
LFGY vs VT
+41.3%
-31.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.7% |
| 7D | +7.9% | +1.0% | +6.9% | +6.0% |
| 30D | +11.6% | -0.2% | +11.9% | +12.3% |
| 3M | +4.1% | +4.5% | -0.4% | -3.5% |
| 6M | +28.0% | +14.1% | +13.9% | +2.3% |
| YTD | +19.1% | +14.8% | +4.4% | -5.0% |
| 1Y | +8.0% | +21.2% | -13.2% | -20.8% |
| All | +9.4% | +41.3% | -31.9% | -33.8% |
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