-21.7%
LGVN vs VT
+21.4%
-43.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.8% |
| 7D | -1.5% | +1.0% | -2.5% | -2.6% |
| 30D | -13.2% | -0.2% | -12.9% | -13.1% |
| 3M | -11.8% | +4.5% | -16.3% | -16.7% |
| 6M | +37.4% | +14.1% | +23.3% | +17.3% |
| YTD | +31.4% | +14.8% | +16.7% | +9.9% |
| 1Y | -21.7% | +21.2% | -42.9% | -32.8% |
| All | -21.7% | +21.4% | -43.1% | -32.8% |
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