-65.3%
LSPD vs VT
+124.3%
-189.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | +0.4% | -1.3% | -1.8% |
| 30D | +1.5% | +1.0% | +0.6% | -0.5% |
| 3M | +11.0% | +2.4% | +8.6% | +3.4% |
| 6M | +10.6% | +12.0% | -1.4% | -16.9% |
| YTD | -13.0% | +15.3% | -28.3% | -39.1% |
| 1Y | -11.2% | +22.6% | -33.8% | -46.1% |
| 3Y | -35.8% | +74.7% | -110.5% | -84.4% |
| 5Y | -91.2% | +66.1% | -157.4% | -97.2% |
| All | -65.3% | +124.3% | -189.5% | -93.7% |
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