-43.9%
LMNX vs VT
+18.2%
-62.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | -1.4% |
| 7D | +12.6% | +1.0% | +11.5% | +7.5% |
| 30D | -35.1% | +4.7% | -39.7% | -44.1% |
| 3M | -30.6% | +3.2% | -33.8% | -36.4% |
| 6M | -31.1% | +9.9% | -41.0% | -50.9% |
| YTD | -69.2% | +15.2% | -84.4% | -84.4% |
| All | -43.9% | +18.2% | -62.0% | -77.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling