-47.8%
LTRX vs VT
+53.4%
-101.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.0% |
| 7D | -14.0% | -2.3% | -11.7% | -10.2% |
| 30D | -28.3% | -5.0% | -23.3% | -21.3% |
| 3M | -11.3% | -4.9% | -6.4% | -2.5% |
| 6M | -23.6% | -1.5% | -22.1% | -19.1% |
| YTD | -11.8% | +8.5% | -20.3% | -18.6% |
| 1Y | +1.8% | +11.4% | -9.6% | -9.5% |
| 3Y | +18.3% | +70.1% | -51.8% | -43.9% |
| All | -47.8% | +53.4% | -101.2% | -72.0% |
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 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