+28.7%
LIVN vs VT
+224.9%
-196.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | +14.0% | -2.3% | +16.3% | +17.1% |
| 30D | +18.5% | -5.0% | +23.5% | +25.4% |
| 3M | +18.8% | -4.9% | +23.6% | +25.4% |
| 6M | +35.8% | -1.5% | +37.4% | +37.6% |
| YTD | +46.3% | +8.5% | +37.8% | +33.5% |
| 1Y | +81.5% | +11.4% | +70.2% | +61.3% |
| 3Y | +85.2% | +70.1% | +15.1% | +3.5% |
| 5Y | -2.5% | +53.7% | -56.3% | -38.9% |
| 10Y | +100.9% | +220.0% | -119.0% | -40.4% |
| All | +28.7% | +224.9% | -196.2% | -61.7% |
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