-99.6%
LIDR vs VT
+91.0%
-190.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +19.1% | +0.4% | +18.7% | +17.8% |
| 30D | +8.7% | +1.0% | +7.8% | +6.8% |
| 3M | -30.1% | +2.4% | -32.5% | -32.4% |
| 6M | -17.0% | +12.0% | -29.0% | -29.9% |
| YTD | -25.5% | +15.3% | -40.9% | -39.5% |
| 1Y | -51.1% | +22.6% | -73.7% | -63.8% |
| 3Y | -82.5% | +74.7% | -157.2% | -91.9% |
| 5Y | -99.6% | +66.1% | -165.7% | -99.8% |
| All | -99.6% | +91.0% | -190.6% | -99.8% |
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