+33.7%
LRGE vs VT
+53.2%
-19.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.2% | -1.4% |
| 7D | -8.5% | -4.2% | -4.4% | -3.7% |
| 30D | -13.7% | -5.8% | -7.9% | -7.2% |
| 3M | -8.4% | -5.2% | -3.1% | -2.1% |
| 6M | -2.4% | +0.1% | -2.5% | -2.4% |
| YTD | -2.4% | +8.2% | -10.7% | -11.1% |
| 1Y | -4.9% | +10.1% | -15.1% | -15.1% |
| 3Y | +50.7% | +69.7% | -19.0% | -20.3% |
| 5Y | +33.7% | +53.4% | -19.7% | -18.7% |
| All | +33.7% | +53.2% | -19.5% | -18.7% |
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