+93.6%
LRNZ vs VT
+75.0%
+18.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +1.0% |
| 7D | -1.0% | +0.4% | -1.5% | -1.8% |
| 30D | -1.0% | +1.0% | -2.0% | -2.5% |
| 3M | +0.5% | +2.4% | -1.9% | -2.7% |
| 6M | +50.6% | +12.0% | +38.6% | +26.5% |
| YTD | +29.7% | +15.3% | +14.4% | +4.0% |
| 1Y | +42.0% | +22.6% | +19.4% | +3.3% |
| All | +93.6% | +75.0% | +18.6% | -22.4% |
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 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