-60.0%
LUCK vs VT
+53.4%
-113.4%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | -5.9% | -2.3% | -3.6% | -2.8% |
| 30D | -26.5% | -5.0% | -21.5% | -21.8% |
| 3M | -42.6% | -4.9% | -37.7% | -38.9% |
| 6M | -49.6% | -1.5% | -48.0% | -48.6% |
| YTD | -54.1% | +8.5% | -62.6% | -57.7% |
| 1Y | -51.5% | +11.4% | -62.8% | -56.5% |
| 3Y | -56.3% | +70.1% | -126.4% | -74.4% |
| All | -60.0% | +53.4% | -113.4% | -78.0% |
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 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