-63.9%
LGVN vs VT
+11.9%
-75.8%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.3% | -15.9% | -15.9% |
| 7D | +37.6% | +2.4% | +35.2% | +35.1% |
| 30D | +43.9% | -1.5% | +45.4% | +45.7% |
| 3M | -64.3% | -4.1% | -60.2% | -63.1% |
| 6M | -67.0% | +0.6% | -67.6% | -67.6% |
| YTD | -50.8% | +11.0% | -61.8% | -57.0% |
| 1Y | -63.9% | +13.3% | -77.3% | -69.1% |
| All | -63.9% | +11.9% | -75.8% | -69.1% |
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