-26.8%
LNC vs VT
+57.0%
-83.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | +4.8% | +2.4% | +2.4% | +1.3% |
| 30D | +4.3% | -1.5% | +5.8% | +6.7% |
| 3M | -6.3% | -4.1% | -2.2% | -0.3% |
| 6M | +26.0% | +0.6% | +25.4% | +23.7% |
| YTD | -1.4% | +11.0% | -12.4% | -17.4% |
| 1Y | +6.9% | +13.3% | -6.4% | -13.3% |
| 3Y | +124.7% | +73.4% | +51.3% | -8.7% |
| All | -26.8% | +57.0% | -83.9% | -64.2% |
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