-73.6%
LULG vs VT
+11.9%
-85.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.7% |
| 7D | -9.3% | +2.4% | -11.6% | -13.1% |
| 30D | +21.8% | -1.5% | +23.3% | +24.6% |
| 3M | -31.9% | -4.1% | -27.8% | -26.3% |
| 6M | -39.3% | +0.6% | -39.8% | -40.5% |
| YTD | -81.8% | +11.0% | -92.8% | -85.3% |
| 1Y | -73.6% | +13.3% | -86.9% | -79.5% |
| All | -73.6% | +11.9% | -85.5% | -79.5% |
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