-94.4%
LUNG vs VT
+123.1%
-217.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -7.1% | +0.4% | -7.6% | -7.8% |
| 30D | +11.6% | +1.0% | +10.6% | +9.8% |
| 3M | +36.4% | +2.4% | +34.0% | +31.8% |
| 6M | +53.5% | +12.0% | +41.5% | +29.2% |
| YTD | 0.0% | +15.3% | -15.3% | -19.5% |
| 1Y | +27.0% | +22.6% | +4.4% | -5.8% |
| 3Y | -78.4% | +74.7% | -153.0% | -90.9% |
| 5Y | -94.7% | +66.1% | -160.9% | -97.5% |
| All | -94.4% | +123.1% | -217.5% | -98.0% |
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