-99.6%
LNAI vs VT
+66.2%
-165.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +9.4% |
| 7D | +20.9% | +1.0% | +19.9% | +19.3% |
| 30D | +7.9% | -0.2% | +8.1% | +8.2% |
| 3M | +9.7% | +4.5% | +5.2% | +3.9% |
| 6M | +40.1% | +14.1% | +26.0% | +18.7% |
| YTD | -63.2% | +14.8% | -77.9% | -68.8% |
| 1Y | -82.7% | +21.2% | -103.9% | -86.4% |
| 3Y | -99.0% | +76.6% | -175.6% | -99.5% |
| 5Y | -99.6% | +66.6% | -166.2% | -99.8% |
| All | -99.6% | +66.2% | -165.8% | -99.8% |
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