-83.9%
LTRN vs VT
+74.1%
-158.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +0.1% |
| 7D | -6.4% | +0.4% | -6.8% | -6.9% |
| 30D | -26.3% | -2.6% | -23.7% | -21.6% |
| 3M | -79.1% | -3.2% | -75.8% | -77.5% |
| 6M | -71.5% | +0.9% | -72.4% | -71.8% |
| YTD | -80.2% | +11.3% | -91.5% | -83.6% |
| 1Y | -82.5% | +14.0% | -96.5% | -86.0% |
| 3Y | -83.9% | +75.8% | -159.8% | -93.5% |
| All | -83.9% | +74.1% | -158.1% | -93.5% |
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