-73.7%
LUXE vs VT
+87.0%
-160.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +0.4% | -0.2% | -0.3% |
| 30D | -9.2% | +1.0% | -10.2% | -10.4% |
| 3M | +1.6% | +2.4% | -0.8% | -2.1% |
| 6M | -18.0% | +12.0% | -30.0% | -30.3% |
| YTD | -7.5% | +15.3% | -22.9% | -24.6% |
| 1Y | -20.7% | +22.6% | -43.2% | -40.5% |
| 3Y | +107.0% | +74.7% | +32.3% | -8.5% |
| 5Y | -72.9% | +66.1% | -139.0% | -86.4% |
| All | -73.7% | +87.0% | -160.7% | -89.4% |
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 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