+81.9%
LRGF vs VT
+73.6%
+8.4%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.9% | -1.6% | -0.3% | -0.3% |
| 30D | -2.1% | -2.5% | +0.4% | +0.5% |
| 3M | +0.2% | -1.3% | +1.5% | +1.5% |
| 6M | +7.1% | +3.1% | +4.0% | +3.6% |
| YTD | +11.7% | +10.9% | +0.8% | -0.1% |
| 1Y | +10.8% | +12.1% | -1.3% | -2.0% |
| All | +81.9% | +73.6% | +8.4% | +2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling