-93.5%
LUNG vs VT
+109.9%
-203.3%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | -14.8% | -2.3% | -12.5% | -11.3% |
| 30D | +39.1% | -5.0% | +44.1% | +51.4% |
| 3M | +24.9% | -4.9% | +29.8% | +35.4% |
| 6M | +98.4% | -1.5% | +100.0% | +105.4% |
| YTD | +15.8% | +8.5% | +7.4% | +2.9% |
| 1Y | +41.4% | +11.4% | +30.1% | +21.5% |
| 3Y | -73.4% | +70.1% | -143.4% | -88.3% |
| 5Y | -94.3% | +53.7% | -148.1% | -97.0% |
| All | -93.5% | +109.9% | -203.3% | -97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling