-54.7%
LKFT vs VT
+66.2%
-120.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.7% |
| 7D | -3.2% | +1.0% | -4.2% | -3.9% |
| 30D | +2.3% | -0.2% | +2.6% | +2.5% |
| 3M | -0.7% | +4.5% | -5.3% | -3.9% |
| 6M | -16.1% | +14.1% | -30.1% | -23.7% |
| YTD | -15.5% | +14.8% | -30.3% | -23.6% |
| 1Y | -17.6% | +21.2% | -38.8% | -28.3% |
| 3Y | -25.4% | +76.6% | -102.0% | -50.8% |
| 5Y | -54.7% | +66.6% | -121.3% | -69.0% |
| All | -54.7% | +66.2% | -120.9% | -69.0% |
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