-79.7%
LOVE vs VT
+53.2%
-132.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | +3.7% |
| 7D | -0.2% | -4.2% | +3.9% | +8.1% |
| 30D | +12.0% | -5.8% | +17.8% | +25.0% |
| 3M | -10.2% | -5.2% | -5.0% | -1.0% |
| 6M | +6.2% | +0.1% | +6.1% | +4.2% |
| YTD | +12.1% | +8.2% | +3.8% | -6.8% |
| 1Y | +22.5% | +10.1% | +12.4% | -1.8% |
| 3Y | -5.9% | +69.7% | -75.5% | -68.9% |
| 5Y | -79.7% | +53.4% | -133.1% | -89.8% |
| All | -79.7% | +53.2% | -132.9% | -89.8% |
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