+31.6%
LPRE vs VT
+42.3%
-10.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +1.9% |
| 7D | +4.8% | -4.2% | +9.0% | +7.5% |
| 30D | +9.0% | -5.8% | +14.8% | +13.0% |
| 3M | -1.6% | -5.2% | +3.6% | +1.5% |
| 6M | +6.4% | +0.1% | +6.2% | +5.1% |
| YTD | +12.3% | +8.2% | +4.1% | +3.9% |
| 1Y | +17.2% | +10.1% | +7.1% | +6.7% |
| All | +31.6% | +42.3% | -10.8% | -10.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling