-83.6%
LOOP vs VT
+10.5%
-94.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -3.5% | -2.3% | -1.1% | -1.7% |
| 30D | -39.4% | -5.0% | -34.4% | -37.0% |
| 3M | -63.1% | -4.9% | -58.2% | -61.7% |
| 6M | -82.1% | -1.5% | -80.5% | -81.5% |
| YTD | -74.9% | +8.5% | -83.4% | -76.9% |
| 1Y | -83.6% | +11.4% | -95.0% | -85.9% |
| All | -83.6% | +10.5% | -94.1% | -85.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling