-63.2%
LUCK vs VT
+57.0%
-120.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.3% | +10.9% | +10.9% |
| 7D | -9.2% | +2.4% | -11.6% | -11.6% |
| 30D | -32.9% | -1.5% | -31.4% | -31.4% |
| 3M | -48.9% | -4.1% | -44.8% | -46.2% |
| 6M | -55.2% | +0.6% | -55.7% | -55.4% |
| YTD | -58.3% | +11.0% | -69.3% | -62.7% |
| 1Y | -57.7% | +13.3% | -71.0% | -62.9% |
| 3Y | -64.1% | +73.4% | -137.5% | -79.4% |
| All | -63.2% | +57.0% | -120.2% | -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 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