-97.4%
LOT vs VT
+57.0%
-154.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.0% |
| 7D | -20.9% | +2.4% | -23.3% | -21.9% |
| 30D | -56.6% | -1.5% | -55.1% | -56.2% |
| 3M | -73.0% | -4.1% | -68.9% | -72.4% |
| 6M | -82.0% | +0.6% | -82.6% | -82.0% |
| YTD | -81.8% | +11.0% | -92.8% | -82.4% |
| 1Y | -81.8% | +13.3% | -95.1% | -82.5% |
| 3Y | -97.6% | +73.4% | -171.0% | -97.8% |
| All | -97.4% | +57.0% | -154.4% | -97.6% |
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