+75.7%
LSAF vs VT
+58.5%
+17.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | +0.2% | +2.9% | -2.6% | -2.5% |
| 30D | +4.3% | -2.5% | +6.8% | +6.7% |
| 3M | +3.1% | -3.3% | +6.4% | +6.4% |
| 6M | +18.6% | +1.5% | +17.1% | +16.2% |
| YTD | +27.6% | +11.4% | +16.2% | +13.4% |
| 1Y | +28.2% | +11.9% | +16.3% | +13.5% |
| 3Y | +83.4% | +73.9% | +9.5% | +2.6% |
| 5Y | +75.7% | +57.9% | +17.8% | +9.3% |
| All | +75.7% | +58.5% | +17.1% | +9.3% |
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