+630.7%
LKFN vs VT
+374.2%
+256.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.6% | +0.4% | +1.2% | +1.2% |
| 30D | -3.8% | +1.0% | -4.8% | -4.6% |
| 3M | +3.0% | +2.4% | +0.6% | +0.4% |
| 6M | +4.8% | +12.0% | -7.2% | -5.8% |
| YTD | +8.9% | +15.3% | -6.4% | -4.8% |
| 1Y | -6.7% | +22.6% | -29.3% | -22.9% |
| 3Y | +26.6% | +74.7% | -48.1% | -23.2% |
| 5Y | +4.4% | +66.1% | -61.8% | -35.1% |
| 10Y | +118.2% | +225.0% | -106.8% | -25.5% |
| All | +630.7% | +374.2% | +256.5% | +60.2% |
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