-68.7%
LFMD vs VT
+69.4%
-138.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.5% | +0.5% |
| 7D | -1.3% | -4.2% | +2.9% | +6.5% |
| 30D | -16.1% | -5.8% | -10.3% | -6.8% |
| 3M | -37.8% | -5.2% | -32.5% | -31.5% |
| 6M | -55.4% | +0.1% | -55.5% | -55.9% |
| YTD | -32.8% | +8.2% | -41.1% | -41.5% |
| 1Y | -59.3% | +10.1% | -69.4% | -65.5% |
| All | -68.7% | +69.4% | -138.0% | -83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling