-66.6%
LICN vs VT
+85.7%
-152.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | -9.7% |
| 7D | 0.0% | +1.0% | -1.0% | +21.4% |
| 30D | -3.3% | -0.2% | -3.1% | -21.5% |
| 3M | -35.0% | +4.5% | -39.5% | -46.6% |
| 6M | -61.1% | +14.1% | -75.2% | -83.4% |
| YTD | -58.5% | +14.8% | -73.3% | -93.9% |
| 1Y | -75.9% | +21.2% | -97.1% | -98.5% |
| 3Y | +58.1% | +76.6% | -18.5% | -99.5% |
| All | -66.6% | +85.7% | -152.2% | -99.9% |
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 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