-87.7%
LVWR vs VT
+77.9%
-165.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | 0.0% | +11.3% | +11.3% |
| 7D | -5.2% | +0.4% | -5.6% | -6.0% |
| 30D | +3.2% | +1.0% | +2.3% | +1.0% |
| 3M | -1.5% | +2.4% | -3.9% | -9.5% |
| 6M | -27.3% | +12.0% | -39.3% | -45.7% |
| YTD | -71.0% | +15.3% | -86.4% | -79.8% |
| 1Y | -64.5% | +22.6% | -87.1% | -78.4% |
| All | -87.7% | +77.9% | -165.5% | -95.6% |
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