-97.8%
LONA vs VT
+57.0%
-154.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.3% | -6.7% | -6.6% |
| 7D | -21.4% | +2.4% | -23.8% | -23.8% |
| 30D | -35.6% | -1.5% | -34.1% | -34.3% |
| 3M | -55.9% | -4.1% | -51.8% | -53.4% |
| 6M | -66.4% | +0.6% | -66.9% | -66.7% |
| YTD | -54.2% | +11.0% | -65.2% | -61.1% |
| 1Y | -26.1% | +13.3% | -39.4% | -39.1% |
| 3Y | -77.8% | +73.4% | -151.2% | -89.7% |
| All | -97.8% | +57.0% | -154.8% | -98.8% |
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