-88.3%
LOT vs VT
+77.4%
-165.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -7.3% | +0.4% | -7.7% | -7.4% |
| 30D | +25.0% | +1.0% | +24.0% | +24.6% |
| 3M | -8.7% | +2.4% | -11.1% | -9.5% |
| 6M | +6.5% | +12.0% | -5.5% | +2.0% |
| YTD | -18.4% | +15.3% | -33.8% | -22.5% |
| 1Y | -44.4% | +22.6% | -67.0% | -48.1% |
| 3Y | -89.2% | +74.7% | -163.9% | -90.3% |
| 5Y | -88.1% | +66.1% | -154.2% | -89.3% |
| All | -88.3% | +77.4% | -165.8% | -89.5% |
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