-21.9%
LTRX vs VT
+66.2%
-88.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.8% |
| 7D | +2.3% | +1.0% | +1.3% | +0.6% |
| 30D | -11.7% | -0.2% | -11.5% | -11.2% |
| 3M | -21.6% | +4.5% | -26.1% | -26.3% |
| 6M | -6.7% | +14.1% | -20.8% | -22.4% |
| YTD | -10.1% | +14.8% | -24.8% | -25.2% |
| 1Y | +10.5% | +21.2% | -10.7% | -14.7% |
| 3Y | +2.7% | +76.6% | -73.8% | -54.7% |
| 5Y | -21.9% | +66.6% | -88.5% | -62.7% |
| All | -21.9% | +66.2% | -88.1% | -62.7% |
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 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