-41.0%
LUD vs VT
+15.2%
-56.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -2.7% |
| 7D | +4.7% | -0.3% | +5.0% | +5.2% |
| 30D | +1.5% | -1.4% | +3.0% | +3.4% |
| 3M | -3.1% | -1.4% | -1.8% | -1.5% |
| 6M | -33.8% | +5.5% | -39.3% | -36.0% |
| YTD | -37.7% | +12.8% | -50.5% | -38.6% |
| 1Y | -41.0% | +15.4% | -56.4% | -36.2% |
| All | -41.0% | +15.2% | -56.2% | -36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling