-71.5%
LUNG vs VT
+74.0%
-145.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.2% |
| 7D | +11.7% | +2.4% | +9.4% | +8.4% |
| 30D | +60.7% | -1.5% | +62.2% | +65.4% |
| 3M | +32.4% | -4.1% | +36.5% | +41.3% |
| 6M | +115.0% | +0.6% | +114.5% | +115.8% |
| YTD | +29.4% | +11.0% | +18.4% | +13.8% |
| 1Y | +79.9% | +13.3% | +66.5% | +54.0% |
| 3Y | -71.5% | +73.4% | -144.9% | -88.4% |
| All | -71.5% | +74.0% | -145.5% | -88.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling