+114.7%
LRCU vs VT
+16.1%
+98.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.5% | +0.2% | +17.2% | +16.0% |
| 7D | -33.3% | -2.3% | -31.0% | -18.2% |
| 30D | -66.4% | -5.0% | -61.5% | -49.2% |
| 3M | -63.5% | -4.9% | -58.6% | -44.6% |
| 6M | -68.0% | -1.5% | -66.5% | -54.3% |
| YTD | -18.3% | +8.5% | -26.7% | -24.2% |
| 1Y | -12.4% | +11.4% | -23.8% | -28.8% |
| All | +114.7% | +16.1% | +98.6% | +44.5% |
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