-59.8%
LFMD vs VT
+13.3%
-73.1%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.7% | -5.7% |
| 7D | +2.8% | -1.6% | +4.4% | +5.6% |
| 30D | -20.4% | -2.5% | -17.9% | -17.1% |
| 3M | -41.6% | -1.3% | -40.3% | -40.2% |
| 6M | -56.4% | +3.1% | -59.5% | -59.9% |
| YTD | -36.1% | +10.9% | -47.0% | -50.0% |
| All | -59.8% | +13.3% | -73.1% | -70.6% |
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