-94.9%
LVWR vs VT
+74.5%
-169.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.6% |
| 7D | -12.8% | +2.9% | -15.7% | -18.5% |
| 30D | -69.8% | -2.5% | -67.3% | -67.9% |
| 3M | -57.9% | -3.3% | -54.6% | -54.5% |
| 6M | -66.1% | +1.5% | -67.6% | -68.4% |
| YTD | -89.3% | +11.4% | -100.7% | -92.0% |
| 1Y | -90.5% | +11.9% | -102.4% | -92.9% |
| All | -94.9% | +74.5% | -169.4% | -98.2% |
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