-4.7%
LFVN vs VT
+65.7%
-70.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.9% |
| 7D | -1.3% | -1.1% | -0.2% | -0.4% |
| 30D | -4.5% | -1.0% | -3.5% | -3.8% |
| 3M | -34.5% | +3.2% | -37.6% | -36.5% |
| 6M | +18.5% | +12.5% | +6.1% | +6.8% |
| YTD | +2.6% | +14.1% | -11.5% | -8.3% |
| 1Y | -45.7% | +18.9% | -64.6% | -53.1% |
| 3Y | -10.5% | +74.1% | -84.6% | -42.7% |
| All | -4.7% | +65.7% | -70.4% | -38.2% |
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