+262.9%
LRGE vs VT
+183.4%
+79.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -1.5% |
| 7D | -3.8% | -0.3% | -3.5% | -3.5% |
| 30D | -7.4% | -1.4% | -6.0% | -6.0% |
| 3M | -1.9% | -1.4% | -0.5% | -0.4% |
| 6M | +4.0% | +5.5% | -1.4% | -1.3% |
| YTD | +4.1% | +12.8% | -8.8% | -7.8% |
| 1Y | +1.5% | +15.4% | -13.9% | -12.0% |
| 3Y | +60.7% | +76.9% | -16.1% | -8.6% |
| 5Y | +43.3% | +60.4% | -17.1% | -10.0% |
| All | +262.9% | +183.4% | +79.5% | +55.8% |
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