-83.4%
LTRN vs VT
+13.3%
-96.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -6.0% | -6.0% |
| 7D | -5.9% | -1.6% | -4.3% | -1.6% |
| 30D | -30.0% | -2.5% | -27.5% | -24.7% |
| 3M | -76.9% | -1.3% | -75.6% | -76.1% |
| 6M | -71.6% | +3.1% | -74.7% | -74.2% |
| YTD | -80.1% | +10.9% | -91.1% | -85.7% |
| All | -83.4% | +13.3% | -96.7% | -89.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling