-67.1%
LICN vs VT
+86.6%
-153.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.7% |
| 7D | -4.2% | +0.4% | -4.6% | 0.0% |
| 30D | +2.7% | +1.0% | +1.7% | +8.4% |
| 3M | -38.5% | +2.4% | -40.9% | -85.2% |
| 6M | -63.5% | +12.0% | -75.5% | -92.0% |
| YTD | -59.2% | +15.3% | -74.6% | -93.2% |
| 1Y | -74.4% | +22.6% | -97.0% | -97.8% |
| 3Y | +58.8% | +74.7% | -15.8% | -99.4% |
| All | -67.1% | +86.6% | -153.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling