-59.7%
LULG vs VT
+18.0%
-77.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +1.2% |
| 7D | +11.9% | +0.1% | +11.8% | +11.7% |
| 30D | -4.2% | +0.8% | -5.1% | -5.9% |
| 3M | -14.4% | +2.8% | -17.2% | -18.8% |
| 6M | -59.3% | +13.0% | -72.3% | -69.5% |
| YTD | -72.7% | +15.4% | -88.0% | -79.8% |
| All | -59.7% | +18.0% | -77.7% | -71.8% |
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