-4.7%
LNSR vs VT
+126.4%
-131.1%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +3.4% | +0.4% | +2.9% | +3.1% |
| 30D | +47.2% | +1.0% | +46.2% | +46.5% |
| 3M | +52.7% | +2.4% | +50.3% | +50.6% |
| 6M | -29.6% | +12.0% | -41.6% | -33.9% |
| YTD | -26.2% | +15.3% | -41.6% | -31.9% |
| 1Y | -29.5% | +22.6% | -52.1% | -37.0% |
| 3Y | +153.8% | +74.7% | +79.2% | +90.1% |
| 5Y | +4.4% | +66.1% | -61.8% | -18.0% |
| All | -4.7% | +126.4% | -131.1% | -33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling