-21.7%
LFVN vs VT
+11.9%
-33.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.4% | +7.4% |
| 7D | -0.2% | +2.9% | -3.1% | -2.8% |
| 30D | -15.3% | -2.5% | -12.8% | -13.1% |
| 3M | -22.0% | -3.3% | -18.6% | -19.5% |
| 6M | -0.7% | +1.5% | -2.3% | -2.9% |
| YTD | -16.2% | +11.4% | -27.6% | -21.4% |
| 1Y | -21.7% | +11.9% | -33.6% | -26.9% |
| All | -21.7% | +11.9% | -33.6% | -26.9% |
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