-14.0%
LGCY vs VT
+23.4%
-37.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -1.2% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -10.0% | +0.8% | -10.9% | -10.7% |
| 3M | -3.8% | +2.8% | -6.6% | -6.5% |
| 6M | -24.3% | +13.0% | -37.3% | -34.7% |
| YTD | +5.5% | +15.4% | -9.9% | -13.1% |
| All | -14.0% | +23.4% | -37.4% | -30.0% |
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