-54.6%
LNSR vs VT
+12.5%
-67.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | -0.5% | -14.9% | -15.1% |
| 7D | -17.1% | -0.1% | -16.9% | -16.7% |
| 30D | -27.5% | -3.1% | -24.4% | -26.0% |
| 3M | -23.3% | -3.5% | -19.8% | -21.5% |
| 6M | -18.1% | +0.5% | -18.5% | -18.0% |
| YTD | -60.3% | +10.8% | -71.1% | -62.5% |
| 1Y | -54.6% | +11.9% | -66.5% | -57.6% |
| All | -54.6% | +12.5% | -67.1% | -57.6% |
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