-43.3%
LFVN vs VT
+20.4%
-63.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.2% |
| 7D | +6.2% | -0.1% | +6.3% | +6.3% |
| 30D | -1.8% | -0.7% | -1.1% | -1.3% |
| 3M | -30.9% | +4.0% | -34.9% | -33.8% |
| 6M | +29.7% | +12.3% | +17.5% | +17.2% |
| YTD | +8.3% | +14.0% | -5.8% | -3.3% |
| 1Y | -43.3% | +20.3% | -63.6% | -54.5% |
| All | -43.3% | +20.4% | -63.7% | -54.5% |
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