-95.6%
LONA vs VT
+122.2%
-217.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -4.8% | +0.4% | -5.2% | -5.3% |
| 30D | -1.6% | +1.0% | -2.5% | -2.9% |
| 3M | -12.2% | +2.4% | -14.6% | -15.0% |
| 6M | +26.4% | +12.0% | +14.4% | +7.1% |
| YTD | -0.1% | +15.3% | -15.5% | -19.5% |
| 1Y | +95.3% | +22.6% | +72.8% | +45.1% |
| 3Y | -66.7% | +74.7% | -141.4% | -84.6% |
| 5Y | -92.9% | +66.1% | -159.1% | -96.4% |
| All | -95.6% | +122.2% | -217.8% | -98.4% |
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