-74.4%
LICN vs VT
+23.3%
-97.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -4.2% | +0.4% | -4.6% | -4.4% |
| 30D | +2.7% | +1.0% | +1.7% | +2.0% |
| 3M | -38.5% | +2.4% | -40.9% | -39.1% |
| 6M | -63.5% | +12.0% | -75.5% | -66.8% |
| YTD | -59.2% | +15.3% | -74.6% | -64.1% |
| 1Y | -74.4% | +22.6% | -97.0% | -75.9% |
| All | -74.4% | +23.3% | -97.8% | -75.9% |
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