+256.8%
LRGE vs VT
+181.4%
+75.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.6% |
| 7D | -1.7% | -0.7% | -1.0% | -0.9% |
| 30D | -8.1% | -1.7% | -6.4% | -6.3% |
| 3M | -4.9% | -2.3% | -2.6% | -2.4% |
| 6M | -1.5% | +1.5% | -3.0% | -2.7% |
| YTD | +2.3% | +12.0% | -9.7% | -8.6% |
| 1Y | -0.2% | +12.9% | -13.0% | -11.4% |
| 3Y | +53.9% | +74.9% | -21.1% | -11.5% |
| 5Y | +41.7% | +59.9% | -18.2% | -10.6% |
| All | +256.8% | +181.4% | +75.4% | +54.4% |
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