+3.8%
LIEN vs VT
+66.9%
-63.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | -1.1% | -3.1% | +2.0% | -0.5% |
| 3M | -1.7% | -3.5% | +1.8% | -1.0% |
| 6M | +8.8% | +0.5% | +8.3% | +8.6% |
| YTD | -1.6% | +10.8% | -12.4% | -3.8% |
| 1Y | +3.7% | +11.9% | -8.2% | +1.2% |
| 3Y | +48.2% | +73.0% | -24.7% | +29.7% |
| All | +3.8% | +66.9% | -63.1% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling