-97.6%
LOT vs VT
+74.0%
-171.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.8% |
| 7D | -20.9% | +2.4% | -23.3% | -23.0% |
| 30D | -56.6% | -1.5% | -55.1% | -55.9% |
| 3M | -73.0% | -4.1% | -68.9% | -71.8% |
| 6M | -82.0% | +0.6% | -82.6% | -82.0% |
| YTD | -81.8% | +11.0% | -92.8% | -83.3% |
| 1Y | -81.8% | +13.3% | -95.1% | -83.6% |
| 3Y | -97.6% | +73.4% | -171.0% | -98.0% |
| All | -97.6% | +74.0% | -171.6% | -98.0% |
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