-0.7%
LIVN vs VT
+53.4%
-54.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | +14.0% | -2.3% | +16.3% | +16.9% |
| 30D | +18.5% | -5.0% | +23.5% | +24.9% |
| 3M | +18.8% | -4.9% | +23.6% | +25.0% |
| 6M | +35.8% | -1.5% | +37.4% | +37.5% |
| YTD | +46.3% | +8.5% | +37.8% | +34.2% |
| 1Y | +81.5% | +11.4% | +70.2% | +62.4% |
| 3Y | +85.2% | +70.1% | +15.1% | +7.9% |
| All | -0.7% | +53.4% | -54.1% | -33.8% |
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 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