-95.7%
LU vs VT
+119.8%
-215.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -4.0% | -1.6% | -2.4% | -1.9% |
| 30D | -20.0% | -2.5% | -17.5% | -17.0% |
| 3M | -46.0% | -1.3% | -44.7% | -45.4% |
| 6M | -58.2% | +3.1% | -61.2% | -60.7% |
| YTD | -68.1% | +10.9% | -79.1% | -73.3% |
| 1Y | -72.5% | +12.1% | -84.6% | -77.4% |
| 3Y | -58.6% | +73.9% | -132.5% | -82.9% |
| 5Y | -91.3% | +58.0% | -149.3% | -95.7% |
| All | -95.7% | +119.8% | -215.5% | -98.5% |
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 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