+36.0%
LNG vs VT
+13.0%
+22.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +3.9% |
| 7D | -8.4% | +0.4% | -8.7% | -8.1% |
| 30D | +2.7% | -2.6% | +5.3% | +1.3% |
| 3M | +11.7% | -3.2% | +15.0% | +9.8% |
| 6M | +19.5% | +0.9% | +18.5% | +20.8% |
| YTD | +48.0% | +11.3% | +36.7% | +58.4% |
| All | +36.0% | +13.0% | +22.9% | +45.6% |
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