+15.4%
LPX vs VT
+66.2%
-50.8%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.7% |
| 7D | -4.3% | +0.4% | -4.8% | -4.9% |
| 30D | -11.5% | +1.0% | -12.5% | -12.7% |
| 3M | -4.0% | +2.4% | -6.4% | -7.2% |
| 6M | -14.7% | +12.0% | -26.7% | -26.9% |
| YTD | -14.6% | +15.3% | -29.9% | -29.8% |
| 1Y | -28.4% | +22.6% | -51.0% | -46.2% |
| 3Y | +10.4% | +74.7% | -64.3% | -50.1% |
| All | +15.4% | +66.2% | -50.8% | -41.3% |
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