+43.5%
LMTL vs VT
+18.7%
+24.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | -21.7% | -2.3% | -19.4% | -21.5% |
| 30D | +25.2% | -5.0% | +30.2% | +25.7% |
| 3M | -9.2% | -4.9% | -4.3% | -8.8% |
| 6M | +11.9% | -1.5% | +13.5% | +10.6% |
| YTD | +19.0% | +8.5% | +10.5% | +11.0% |
| 1Y | +25.6% | +11.4% | +14.2% | +16.6% |
| All | +43.5% | +18.7% | +24.7% | +29.2% |
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 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