+2.7%
LTRX vs VT
+76.6%
-73.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.8% |
| 7D | +2.3% | +1.0% | +1.3% | +0.5% |
| 30D | -11.7% | -0.2% | -11.5% | -11.2% |
| 3M | -21.6% | +4.5% | -26.1% | -26.4% |
| 6M | -6.7% | +14.1% | -20.8% | -22.3% |
| YTD | -10.1% | +14.8% | -24.8% | -25.0% |
| 1Y | +10.5% | +21.2% | -10.7% | -13.9% |
| 3Y | +2.7% | +76.6% | -73.8% | -46.9% |
| All | +2.7% | +76.6% | -73.9% | -46.9% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling