+4.5%
LTRX vs VT
+355.4%
-350.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.4% | -0.5% | -19.0% | -19.2% |
| 7D | -25.1% | -0.1% | -24.9% | -24.8% |
| 30D | -35.9% | -3.1% | -32.9% | -34.4% |
| 3M | -23.4% | -3.5% | -19.9% | -21.2% |
| 6M | -28.7% | +0.5% | -29.2% | -27.9% |
| YTD | -25.1% | +10.8% | -35.9% | -27.7% |
| 1Y | -12.4% | +11.9% | -24.3% | -15.8% |
| 3Y | -10.8% | +73.0% | -83.7% | -30.8% |
| 5Y | -55.1% | +58.6% | -113.7% | -63.4% |
| 10Y | +218.1% | +219.2% | -1.1% | +111.9% |
| All | +4.5% | +355.4% | -350.9% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling