+30.7%
LGI vs VT
+57.4%
-26.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.9% |
| 7D | +2.6% | +0.4% | +2.2% | +2.2% |
| 30D | -1.2% | -2.6% | +1.4% | +1.2% |
| 3M | -6.8% | -3.2% | -3.6% | -4.0% |
| 6M | -1.8% | +0.9% | -2.7% | -3.0% |
| YTD | +4.6% | +11.3% | -6.7% | -6.0% |
| 1Y | +6.8% | +14.0% | -7.2% | -6.3% |
| 3Y | +67.3% | +75.8% | -8.6% | -5.5% |
| 5Y | +30.7% | +57.8% | -27.1% | -19.2% |
| All | +30.7% | +57.4% | -26.7% | -19.2% |
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