+3.8%
LIEN vs VT
+68.8%
-65.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -0.3% | -0.7% | +0.4% | -0.2% |
| 30D | +0.2% | -1.7% | +2.0% | +0.5% |
| 3M | -3.0% | -2.3% | -0.7% | -2.6% |
| 6M | +8.3% | +1.5% | +6.8% | +7.9% |
| YTD | -1.6% | +12.0% | -13.6% | -4.0% |
| 1Y | +3.9% | +12.9% | -9.0% | +1.2% |
| 3Y | +48.2% | +74.9% | -26.7% | +29.4% |
| All | +3.8% | +68.8% | -65.0% | -7.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling