+246.2%
LRGE vs VT
+172.5%
+73.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.5% | +1.5% |
| 7D | -4.1% | -2.3% | -1.8% | -1.7% |
| 30D | -11.6% | -5.0% | -6.7% | -6.8% |
| 3M | -6.0% | -4.9% | -1.1% | -0.9% |
| 6M | -2.7% | -1.5% | -1.1% | -0.9% |
| YTD | -0.7% | +8.5% | -9.2% | -8.3% |
| 1Y | -1.6% | +11.4% | -13.0% | -11.5% |
| 3Y | +52.8% | +70.1% | -17.3% | -9.5% |
| 5Y | +36.1% | +53.7% | -17.7% | -10.7% |
| All | +246.2% | +172.5% | +73.8% | +54.9% |
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