+59.1%
LNT vs VT
+69.7%
-10.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +1.4% | -2.3% | +3.7% | +1.9% |
| 30D | +12.3% | -5.0% | +17.2% | +13.3% |
| 3M | +5.3% | -4.9% | +10.2% | +6.3% |
| 6M | +2.0% | -1.5% | +3.6% | +2.1% |
| YTD | +15.3% | +8.5% | +6.8% | +12.2% |
| 1Y | +12.3% | +11.4% | +0.9% | +8.4% |
| 3Y | +59.1% | +70.1% | -11.0% | +15.7% |
| All | +59.1% | +69.7% | -10.7% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling