-85.4%
LICN vs VT
+75.5%
-160.9%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +0.2% | -14.2% | -9.1% |
| 7D | -10.4% | -2.3% | -8.1% | -91.7% |
| 30D | -47.4% | -5.0% | -42.5% | -98.4% |
| 3M | -57.1% | -4.9% | -52.3% | -99.1% |
| 6M | -89.8% | -1.5% | -88.2% | -99.9% |
| YTD | -81.9% | +8.5% | -90.4% | -99.9% |
| 1Y | -86.0% | +11.4% | -97.4% | -100.0% |
| 3Y | -65.3% | +70.1% | -135.4% | -100.0% |
| All | -85.4% | +75.5% | -160.9% | -100.0% |
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