-99.7%
LIDR vs VT
+79.6%
-179.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.5% |
| 7D | -12.3% | -2.3% | -10.0% | -8.3% |
| 30D | -18.2% | -5.0% | -13.2% | -10.1% |
| 3M | -28.9% | -4.9% | -24.0% | -22.2% |
| 6M | -57.9% | -1.5% | -56.3% | -55.9% |
| YTD | -52.9% | +8.5% | -61.3% | -57.2% |
| 1Y | -62.6% | +11.4% | -74.0% | -67.5% |
| 3Y | -85.5% | +70.1% | -155.6% | -92.9% |
| 5Y | -99.4% | +53.7% | -153.2% | -99.7% |
| All | -99.7% | +79.6% | -179.4% | -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