-50.8%
LFMD vs VT
+57.0%
-107.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +32.5% | -0.3% | +32.8% | +33.0% |
| 7D | -7.2% | +2.4% | -9.5% | -11.1% |
| 30D | -7.2% | -1.5% | -5.7% | -5.1% |
| 3M | -36.4% | -4.1% | -32.3% | -32.1% |
| 6M | -51.5% | +0.6% | -52.1% | -52.6% |
| YTD | -35.5% | +11.0% | -46.5% | -45.6% |
| 1Y | -52.4% | +13.3% | -65.7% | -61.1% |
| 3Y | -69.0% | +73.4% | -142.4% | -86.5% |
| All | -50.8% | +57.0% | -107.8% | -71.2% |
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