+110.5%
LRNZ vs VT
+132.9%
-22.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.1% | -4.7% | -3.4% |
| 7D | -18.1% | -4.2% | -14.0% | -13.2% |
| 30D | -24.2% | -5.8% | -18.4% | -17.6% |
| 3M | -14.6% | -5.2% | -9.4% | -7.8% |
| 6M | +12.2% | +0.1% | +12.0% | +13.4% |
| YTD | +11.9% | +8.2% | +3.6% | +2.4% |
| 1Y | +6.2% | +10.1% | -3.9% | -4.8% |
| 3Y | +80.5% | +69.7% | +10.8% | -3.3% |
| 5Y | +2.1% | +53.4% | -51.2% | -37.8% |
| All | +110.5% | +132.9% | -22.4% | -2.2% |
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