-56.9%
LUCK vs VT
+69.4%
-126.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -4.1% | -11.1% | -9.9% |
| 7D | -7.4% | -4.2% | -3.2% | -1.5% |
| 30D | -29.1% | -5.8% | -23.3% | -22.9% |
| 3M | -44.2% | -5.2% | -39.0% | -39.8% |
| 6M | -50.8% | +0.1% | -50.9% | -51.0% |
| YTD | -54.7% | +8.2% | -62.9% | -59.0% |
| 1Y | -51.5% | +10.1% | -61.6% | -57.1% |
| All | -56.9% | +69.4% | -126.3% | -80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling