-32.7%
LUCK vs VT
+66.2%
-98.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.9% | +0.4% | -3.4% | -3.4% |
| 30D | -7.4% | +1.0% | -8.3% | -8.3% |
| 3M | -17.9% | +2.4% | -20.3% | -20.4% |
| 6M | -25.5% | +12.0% | -37.5% | -34.3% |
| YTD | -24.7% | +15.3% | -40.0% | -35.4% |
| 1Y | -38.0% | +22.6% | -60.6% | -50.2% |
| 3Y | -39.8% | +74.7% | -114.5% | -65.6% |
| All | -32.7% | +66.2% | -98.9% | -64.9% |
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