+14.2%
LNT vs VTEB
+0.4%
+13.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.4% | +1.9% | +1.8% |
| 7D | +7.2% | +0.9% | +6.3% | +6.1% |
| 30D | +15.6% | +3.7% | +12.0% | +11.4% |
| 3M | +5.2% | -0.8% | +6.0% | +8.6% |
| 6M | +1.7% | -0.9% | +2.6% | +5.2% |
| YTD | +17.0% | -0.1% | +17.1% | +18.2% |
| 1Y | +14.2% | +0.2% | +14.0% | +13.9% |
| All | +14.2% | +0.4% | +13.9% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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