+169.6%
LNG vs VT
+53.4%
+116.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -15.9% | -2.3% | -13.5% | -15.0% |
| 30D | +2.1% | -5.0% | +7.1% | +4.4% |
| 3M | +4.8% | -4.9% | +9.7% | +7.0% |
| 6M | +6.8% | -1.5% | +8.3% | +6.8% |
| YTD | +44.0% | +8.5% | +35.5% | +35.6% |
| 1Y | +34.9% | +11.4% | +23.6% | +24.9% |
| 3Y | +67.3% | +70.1% | -2.8% | +17.0% |
| All | +169.6% | +53.4% | +116.2% | +100.8% |
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