+241.6%
LNG vs VT
+66.2%
+175.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +3.4% | +0.4% | +3.0% | +3.2% |
| 30D | +14.9% | +1.0% | +13.9% | +14.2% |
| 3M | +21.4% | +2.4% | +19.0% | +19.6% |
| 6M | +17.8% | +12.0% | +5.8% | +10.0% |
| YTD | +51.3% | +15.3% | +35.9% | +38.5% |
| 1Y | +24.4% | +22.6% | +1.9% | +9.3% |
| 3Y | +79.7% | +74.7% | +5.0% | +24.6% |
| All | +241.6% | +66.2% | +175.4% | +143.5% |
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