-62.3%
LUXE vs VT
+57.0%
-119.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.5% |
| 7D | +3.1% | +2.4% | +0.8% | 0.0% |
| 30D | +12.9% | -1.5% | +14.4% | +14.7% |
| 3M | +38.7% | -4.1% | +42.8% | +45.8% |
| 6M | +33.7% | +0.6% | +33.2% | +31.3% |
| YTD | +25.9% | +11.0% | +14.8% | +7.8% |
| 1Y | +12.8% | +13.3% | -0.6% | -6.1% |
| 3Y | +243.5% | +73.4% | +170.1% | +53.8% |
| All | -62.3% | +57.0% | -119.3% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling