+73.6%
LIF vs VT
+40.4%
+33.2%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +5.5% |
| 7D | +3.0% | -4.2% | +7.2% | +11.7% |
| 30D | +13.3% | -5.8% | +19.1% | +26.9% |
| 3M | -23.7% | -5.2% | -18.5% | -15.3% |
| 6M | +5.3% | +0.1% | +5.1% | +5.4% |
| YTD | -26.9% | +8.2% | -35.2% | -36.3% |
| 1Y | -50.9% | +10.1% | -61.0% | -58.5% |
| All | +73.6% | +40.4% | +33.2% | -0.4% |
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